Wiser Wealth Management is a rapidly growing financial services firm in downtown Marietta, Georgia. We offer financial planning and portfolio management, with most clients around the Atlanta area. We are looking for our next team member to help us continue to grow and guide more people to financial freedom. All of our internships have the potential to become a permanent position at our firm.

The Financial Planning Intern will support our financial advisors in developing client financial plans through data entry and in-depth industry research and analysis. This role will primarily be responsible for compiling and analyzing client data within our software. This position may also assist with preparing for client meetings and completing follow up tasks. Other responsibilities include researching content for blogs, podcasts and financial education videos. He/she will also be trained on various software used by our firm to gain industry experience.

The ideal candidate will be a Junior or Senior majoring in Financial Planning, Finance or similar. Financial industry experience is preferred but not required. Full-time hours are required (35-40 hours a week) starting mid May through the beginning of August. This opportunity will be on-site at our Marietta office and is not a virtual position.

The deadline to apply for our 2025 summer internship at our firm is December 15th, 2024.