Our Internship Program

We hope to provide students with an in-depth view of the financial planning industry. Our anticipation is that you should leave this program with enough information to direct your career path. You will also gain invaluable, practical experience in helping to develop financial plans. 

 
 
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AVAILABLE SPRING & FALL SEMESTERS − unpaid

Internship lasts 8-10 weeks, at 6-8 hours per week. We will work with you to carve out holidays, midterms, and finals.

Interns will be responsible for supporting the paraplanner/associate advisors and managing a project intended to enhance our client experience.

Through this internship, you will:

  • Work with our Director of Financial Planning and Principal Advisor on 1-2 client cases to develop a financial plan
  • Learn how to use eMoney Advisor and Redtail software
  • Have exposure to staff and client meetings

At the end of your experience, the Principal Advisor will help review and translate this experience onto your resume.


AVAILABLE SPRING & FALL SEMESTERS:  8-10 weeks, at 8-10 hours per week

This opportunity is available to interns who have completed the Initial Semester Experience and have been invited to return for the following Spring or Fall semester.

Compensation will be provided based on education and experience.

These interns will be given more responsibility and will be expected to mentor students completing the Initial Semester Experience.

Other opportunities may present itself with this experience, such as work travel and additional training.

 

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The Summer Internship.jpg

AVAILABLE SUMMER SEMESTER ONLY - Can qualify as major course credit for Finance in the Terry College of Business at the University of Georgia

Internship lasts 8-10 weeks, at 30 hours per week.

Course credit can be applied for through Terry College of Business as a Finance Major elective.

The Initial Semester Experience is a pre-requisite for this opportunity

Starting Pay  $10-$12/hour based on education and experience  

Through this internship, you will:

  • Work with our Director of Financial Planning and Principal Advisor on client cases to develop a financial plan.
  • Expand your skillset with eMoney Advisor and Redtail software
  • Have exposure to staff and client meetings

 


QUALIFICATIONS

WE ARE LOOKING FOR INDIVIDUALS WHO EMBODY THE FOLLOWING

  • High degree of integrity and motivation, along with a strong work ethic
  • Well-developed writing skills
  • Strong curiosity and an aptitude for learning quickly
  • Self-starter, problem solver and a goal-oriented team player
  • Ability to maintain client confidentiality without exception
  • Proven ability to work on multiple projects simultaneously

 

Confidentiality agreement, fingerprinting and background check required prior to employment.


Apply Here

We will respond with a request for your resume

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