Summer Financial Planning Intern
3 days ago
and the job listing Expires on June 3, 2025 Yeske Buie, a leading wealth management firm, is seeking to hire an Intern for the summer in our San Francisco, CA office. We are looking for candidates from financial planning programs. The position includes professional, technical, and administrative work. This internship is a rare opportunity to work closely with a dynamic and innovative Financial Planning Team and Support Staff. During this time, you will have an inside look at what Financial Planners truly do. You’ll gain invaluable experience in terms of understanding the financial planning process, relationship building with Clients, portfolio management, trading, and more. Duties will vary over time and will include: Preparing several types of financial planning reports for Client meetings and having the opportunity to sit in on at least one meeting with a Client to discuss their financial plan, portfolio, and any other queries on their minds. Uploading financial planning reports to Clients’ unique Client Private Page on the company website. Supporting asset management responsibilities (ex. research, reviewing Client accounts, unrealized/realized gains tracking, checking for margin balances in Client accounts). Supporting financial planning responsibilities (ex. research, data consolidation in support of financial planning projects, testing new software for application at the firm). The opportunity to learn seven or more software programs to enhance your financial planning acumen. Other Responsibilities: Business Development Support (ex. tracking Client data, preparing marketing mailings, supporting social media output) Client Service Support (ex. preparing paperwork) Administrative Responsibilities (ex. scanning and filing, Client digital folder cleanup, and system updates for SEC compliance) Data Entry, Database Cleanup, Maintenance, and Quality Control Logistics: This is a paid position. Yeske Buie will provide a small housing stipend, but the Intern is responsible for securing and paying for accommodations for the duration of their internship. The Yeske Buie team works remotely on Mondays and Fridays and in the office on Tuesdays, Wednesdays, and Thursdays. Additionally, it is an expectation that every member of the Yeske Buie team has received the COVID-19 vaccine/recommended boosters and will provide that documentation during the new hire process. #J-18808-Ljbffr
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Summer Financial Planning Intern
3 days ago
Atlanta, United States Spelman College Full timeand the job listing Expires on June 3, 2025 Yeske Buie, a leading wealth management firm, is seeking to hire an Intern for the summer in our San Francisco, CA office. We are looking for candidates from financial planning programs. The position includes professional, technical, and administrative work. This internship is a rare opportunity to work closely...
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Financial Planning
1 month ago
Atlanta, United States Americold Logistics Full timeJob Description Primary Responsibility : The Americold Summer Internship Experience is a 12-week, full time, paid internship that takes place over the summer term in various locations throughout the country. The internship opportunity will afford our interns to better understand of the supply chain industry, work on challenging and industry-specific...
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Finance, Planning
2 months ago
Atlanta, United States AmeriCold Logistics Full timePrimary Responsibility : The Americold Summer Internship Experience is a 12-week, full time, paid internship that takes place over the summer term in various locations throughout the country. The internship opportunity will afford our interns to better understand of the supply chain industry, work on challenging and industry-specific projects, plus the...
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Financial Planning Expert
1 week ago
Atlanta, Georgia, United States Staff Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Staff Financial Group. This remote position requires the candidate to reside in either Atlanta, GA or Houston, TX.The ideal candidate will possess strong analytical skills, with experience in financial analysis, budgeting, and reporting. A Bachelor's degree in accounting...
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Summer Student
2 weeks ago
Atlanta, United States Voya Financial, Inc. Full timeIn this role includes close interactions with various business partners including trading, Portfolio managers, technology, sales, compliance, legal, internal/external vendors and accounting. Please Note: This position has been designated as a hybrid- Portfolio Manager, Accounting, Student, Summer, Office, Business Partner, Insurance, Education
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Summer Student
18 minutes ago
Atlanta, United States Voya Financial, Inc. Full timeIn this role includes close interactions with various business partners including trading, Portfolio managers, technology, sales, compliance, legal, internal/external vendors and accounting. Please Note: This position has been designated as a hybrid- Portfolio Manager, Accounting, Student, Summer, Office, Business Partner, Insurance, Education Learn More
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Summer Student
3 weeks ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to...
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Atlanta, United States Stellantis Financial Services US Full timeStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to...
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Summer Student
3 weeks ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
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AVP, GAAP Financial Planning and Analysis
4 days ago
Atlanta, GA, United States Staff Financial Group Full timeAVP, GAAP Financial Planning and Analysis The Role: This is an opportunity to join a growing entrepreneurial life insurance organization. This role will be responsible for providing executives with the analysis and information related to US GAAP financial information that they need to consider economic and business trends, review past company...
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Product Design Assistant
1 week ago
Atlanta, Georgia, United States Carter'sOshKosh Full timeCarter's is the largest North American apparel retailer exclusively for babies and young children, encompassing Carters, OshKosh Bgosh, Skip*Hop and Little Planet brands. As a Product Design Assistant, you will be part of our design team that facilitates all aspects of product development from concept to final production.As a summer intern, you will assist...
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Financial Planning Manager
6 days ago
Atlanta, Georgia, United States Human Resource Dimensions Full timeJob DescriptionWe are seeking an experienced Financial Benefits Manager to join our team at Human Resource Dimensions in Atlanta, GA.The successful candidate will play a critical role in providing benefits analysis and support of benefit plans and programs. They will assist in the planning, development, and implementation of new and revised benefit programs...
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Atlanta, GA, United States Stellantis Financial Services US Full timeStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to...
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Summer Student
3 weeks ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to...
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Summer Student
3 weeks ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to...
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Summer Student
1 month ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
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Summer Student
1 month ago
Atlanta, United States Voya Financial Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
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Summer Student
3 days ago
Atlanta, United States Disability Solutions Full timeTogether we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
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VP of Financial Planning
4 weeks ago
atlanta, United States Vaco Full timeSummary: Our growing, PE backed, technology client is seeking a VP of Financial Planning and Analysis (FP&A) to join their team. The VP of FP&A will play a critical role in driving the financial performance and strategic decision-making processes of the organization. The VP of FP&A will report to the CFO and manage FP&A, treasury and M&A for the...
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VP of Financial Planning
4 weeks ago
Atlanta, United States Vaco Full timeSummary: Our growing, PE backed, technology client is seeking a VP of Financial Planning and Analysis (FP&A) to join their team. The VP of FP&A will play a critical role in driving the financial performance and strategic decision-making processes of the organization. The VP of FP&A will report to the CFO and manage FP&A, treasury and M&A for the...