Financial Planning Internship

Financial Planning InternshipWork with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 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.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 ResponsibilitiesAssist in the preparation of financial plans, investment reports, and client deliverablesAnalyze client data to help develop tailored investment, retirement, and tax strategiesConduct research on financial products, investment opportunities, and economic trends Support advisors with client meeting preparation and follow-upUpdate and maintain CRM systems and planning software Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processesParticipate in team meetings and training sessionsQualificationsRising senior pursuing a major or minor in Financial Planning, Finance, Business, Economicsor related fieldStrong academic performance with a concentration in financial planning course workPursuit of relevant certifications (CFP, CFA, Series 65) is highly encouragedHigh level of professionalism and confidentialityStrong analytical, problem-solving, and communication skillsProficient 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 managementWhat You'll Gain:Exposure to real-world financial planning scenarios and toolsMentorship from experienced financial advisors and plannersNetworking opportunities within the financial services industry$26 - $33 an hourWhy work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.Perks/Benefits we offer for full-time team members:Medical, Dental, and Vision Insurance on the first day of employmentFlexible Spending Account and Dependent Care Account401k with Profit Sharing9+ holidays and discretionary time off structureParental Leave coverage for both primary and secondary caregiversTuition Assistance Program and CPA support program with cash incentive upon completionDiscretionary incentive compensation based on firm, group and individual performanceIncentive compensation related to origination of new client salesTop rated wellness programFlexible working environment including remote and hybrid optionsWhat's in it for you:Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.