Careers at Wiser Wealth Management
Financial Planning Internship
Are you ready to jumpstart your career in financial planning? Join our team for the summer of 2026 as a Financial Planning Intern and work alongside experienced advisors to build real financial plans and get hands-on experience with the tools and strategies that shape financial success!
What You’ll Gain:
Client Engagement: Participate in client meetings to gain insight into professional client interactions.
Software Training: Get experience on industry software used in the wealth management industry.
Hands-On Experience: You’ll do more than just shadow – you’ll actively contribute and learn valuable skills.
Mentorship: Work closely with financial advisors who are passionate about helping you succeed.
Why This Internship?
This internship will focus on three important sections within our firm:
Financial Planning
- Learn the steps of the financial planning process.
- Shadow advisors in different client meetings.
- Assist in preparing for client review meetings.
- Build a financial plan and present it to the Planning Committee.
Operations / Client Service
- Gain insight into how we deliver an exceptional client experience.
- Review client data across multiple platforms for compliance audits
- Contribute ideas to improve client service through a formal summer-end proposal project.
Investments
- Learn the basics of investing including portfolio construction and asset allocation.
- Audit client accounts, models and allocations.
- Work alongside the investment team to assess and explain portfolio decisions.
The last 2 weeks of the internship will be spent on three capstone projects focusing on Client Service, Financial Planning and Investments.
Qualifications
- Currently enrolled junior or senior majoring in Financial Planning, Finance, or a related field.
- 10-12 weeks of availability between May and August 2026
- Able to work in our Marietta, GA office full-time (9am – 5pm, Monday through Friday)
- Strong communication and organizational skills.
- Passionate about helping others reach their financial goals.
- A growth mindset and willingness to learn in a collaborative environment.
How Do You Apply?
Ready to take the next step toward building your career? Upload your current resume and a cover letter in the form on this page. You also have the option to upload a short video introducing yourself and why we should consider you for this role. We can’t wait to hear from you!
The deadline to apply for our 2026 summer internship is November 15th, 2025.
Application Form
"*" indicates required fields
