Financial Planning Internship
The Financial Planning intern will support the firm’s Financial Planning team with developing client financial plans through data entry and in-depth industry research and analysis. He/she will primarily be responsible for compiling and analyzing client data within our software. Other responsibilities may include researching content for blogs, podcasts and videos. He/she will also be trained on various software used by our firm to gain industry experience. This is a back-office role with limited client interaction. This internship has the potential to become a full-time, permanent role at our firm.
The ideal candidate will be a Junior or Senior majoring in Financial Planning, Finance or similar. Financial industry experience is preferred but not required. For summer internships, full-time hours are preferred (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 a 2023 summer internship at our firm is 12/15/2022.
To be considered for this position, please upload a current resume, a cover letter explaining your work experience and why you think you would be a good fit for this job as well as a brief video explaining a little about yourself and what kind of job you are looking for.