Financial Planning Intern

At Elwood & Goetz, we work together in teams to serve our clients. Our planning teams typically consist of a managing director, a senior financial planner, and an associate financial planner. Teams work directly with households to design, deliver, and implement comprehensive financial plans As a financial planning intern, you will assist the planning and operations teams with various tasks as assigned. From office operations to paperwork preparation, you will receive hands-on training and insights into day-to-day practice management, client service, and team collaboration. Position Description Specifically, this position will be responsible for: Greet and accommodate guests: in-person, on the phone, via email,Assist with office operations to ensure everything runs smoothly,Assist with the preparation of account paperwork,Assist with other tasks as assigned, Intern Experience Train in the same training program as Client Service Associates and Associate Financial Planners,Gain experience completing various Client Service Associate and Associate Financial Planner duties,Acquire insights and perspectives into day-to-day practice management, client service, and team collaboration,Develop your professional acumen with a broad range of experiences, Work Expectations Part-time - Work schedule is flexible to accommodate classes, with a minimum weekly commitment of 15 hours and a maximum of 35 hours per week, if scheduling is compatible. Internship We are currently interviewing candidates for the Spring 2027 and Summer 2027 internships. Posting Date for Spring and Summer Internship Opportunity: 09/09/2026Interview Window for Spring and Summer Internship Opportunity: 10/12/2026 – 11/13/2026Spring 2027 Internship Start Date: Between 1/04/2027 to 1/11/2027Spring 2027 Internship Ends: On or around 5/14/2027Summer 2027 Internship Start Date: Between 4/26/2027 to 5/14/2027Summer 2027 Internship Ends: On or around 8/20/2027 This is an on-site internship opportunity and will require commuting to our Athens office. Our office is open 8 a.m. to 5 p.m Monday through Thursday, and 8 a.m. to 4 p.m. on Friday. The Elwood & Goetz financial planning internship is a paid internship opportunity. Currently enrolled in a college or university program and actively pursuing a degree in financial planningConscientiousAccept the daily obligation to further our mission, pursue our vision, and enact and embrace our core values.Steadfast commitment to our fiduciary oath and ethical standards.Outstanding organizational skills and attention to detail.Self-motivated with a positive attitude.High standard of excellence.Desire to help others.Strong communication and interpersonal skills.