Financial Planning Intern

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
This job posting will close on September 30. Applications will be reviewed beginning October 1.    We are seeking a motivated and detail-oriented Financial Planning Intern to join our team in Atlanta. This internship is designed to provide hands-on experience in wealth management and provides an excellent opportunity to learn the fundamentals of personal financial planning, investment management, and client relationship management.  You’ll work closely with the financial planners and other team members to support the ongoing service of our clients, conduct research, special projects, and gain insight into a career in financial services.

Key Responsibilities

• Assist in the preparation of financial plans, investment reports, and client deliverables 
• Analyze client data to help develop tailored investment, retirement, and tax strategies 
• Conduct research on financial products, investment opportunities, and economic trends Support advisors with client meeting preparation and follow-up  
• Update and maintain CRM systems and planning software Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processes 
• Participate in team meetings and training sessions  

Qualifications

• Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economicsor related field 
• Strong academic performance with a concentration in financial planning course work  
• Pursuit of relevant certifications (CFP®, CFA®, Series 65) is highly encouraged 
• High level of professionalism and confidentiality 
• Strong analytical, problem-solving, and communication skills 
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); experience with financial planning software (eMoney) is a plus. 
• Eagerness to learn and interest in a career in financial planning or wealth management 

What You’ll Gain:

• Exposure to real-world financial planning scenarios and tools 
• Mentorship from experienced financial advisors and planners