Careers at Wiser Wealth Management

Summer Financial Planning Internship

Location: Marietta, GA
Duration: 10 – 12 weeks | Summer 2027
Compensation: Paid | Full-time | $20 per hour

About Us

Wiser Wealth Management is seeking a passionate and driven junior or senior undergraduate student majoring in financial planning, finance, or a related field to join our hands-on internship program for the Summer of 2027. As a fiduciary, fee-only wealth management firm, we provide comprehensive financial planning and investment management services to help our clients achieve their financial goals.

What You’ll Gain

Client Engagement: Participate in client meetings to gain insight into professional client interactions.
Software Training: Get experience on industry software for 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.

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.
  • Strong communication and organizational skills.
  • Passionate about helping others reach their financial goals.
  • A growth mindset and willingness to learn in a collaborative environment.
To be considered for this position, please upload a current resume and cover letter explaining your work experience and why you think you would be a good fit for this role. The next section gives you an opportunity to upload a brief video explaining a little about yourself and what kind of job you are looking for.

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