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Job Description
A Financial Planning Intern position offering hands-on experience in wealth management, personal financial planning, investment management, and client relationship support within a dynamic CPA and advisory firm.
Key Responsibilities
- Support the ongoing service of clients in wealth management
- Conduct research and assist with special projects related to financial planning
- Learn and apply fundamentals of personal financial planning and investment management
- Collaborate with financial planners and team members to support client needs
Requirements
- The candidate must be motivated and detail-oriented.
- The internship is designed to provide hands-on experience in wealth management, personal financial planning, investment management, and client relationship management.
- The candidate will work closely with financial planners and other team members to support the ongoing service of clients, conduct research, and participate in special projects.
- The candidate must be able to learn the fundamentals of personal financial planning, investment management, and client relationship management.
- The candidate must be able to support the ongoing service of clients and conduct research related to financial services.
- The candidate must be able to work in Atlanta, Georgia.
- The candidate must be able to commit to the duration of the internship (implied, as it is an internship position).
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on performance
Incentive compensation related to new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Growth opportunities in a professional environment
Collaborative and high-energy team culture
Opportunities for professional development and continuous learning
Ready to Apply?
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