Summer Financial Planning Internship
Summer Financial Planning Internship
Location: Marietta, GA
Duration: 10 – 12 weeks | Summer 2027
Compensation: Paid | Full-time | $20 per hour
To be considered for this role, candidates must apply through the company website:
https://wiserinvestor.com/job_openings/summer-financial-planning-internship/
About Us
Wiser Wealth Management is seeking a passionate and driven junior or senior undergraduate student majoring in financial planning, finance, or a related field to join our hands-on internship program for the Summer of 2027. As a fiduciary, fee-only wealth management firm, we provide comprehensive financial planning and investment management services to help our clients achieve their financial goals.
What You'll Gain
- Client Engagement: Participate in client meetings to gain insight into professional client interactions.
- Software Training: Get experience on industry software for the wealth management industry.
- Hands-On Experience: You'll do more than just shadow – you'll actively contribute and learn valuable skills.
- Mentorship: Work closely with financial advisors who are passionate about helping you succeed.
This internship will focus on three important sections within our firm:
Financial Planning
- Learn the steps of the financial planning process.
- Shadow advisors in different client meetings.
- Assist in preparing for client review meetings.
- Build a financial plan and present it to the Planning Committee.
Operations / Client Service
- Gain insight into how we deliver an exceptional client experience.
- Review client data across multiple platforms for compliance audits
- Contribute ideas to improve client service through a formal summer-end proposal project.
Investments
- Learn the basics of investing including portfolio construction and asset allocation.
- Audit client accounts, models and allocations.
- Work alongside the investment team to assess and explain portfolio decisions.
The last 2 weeks of the internship will be spent on three capstone projects focusing on Client Service, Financial Planning and Investments.
Qualifications
- Currently enrolled junior or senior majoring in Financial Planning, Finance, or a related field.
- Strong communication and organizational skills.
- Passionate about helping others reach their financial goals.
- A growth mindset and willingness to learn in a collaborative environment.
To be considered for this position, please upload a current resume and cover letter explaining your work experience and why you think you would be a good fit for this role. The next section gives you an opportunity to upload a brief video explaining a little about yourself and what kind of job you are looking for.
To be considered for this role, candidates must apply through the company website:
https://wiserinvestor.com/job_openings/summer-financial-planning-internship/