Summer Financial Planning Internship

Careers at Wiser Wealth Management Back to Careers Summer Financial Planning Internship Location: Marietta, GA Duration: 10 – 12 weeks | Summer 2027 Compensation: Paid | Full-time | $20 per hour 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 auditsContribute 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. Application Form "*" indicates required fields Phone This field is for validation purposes and should be left unchanged. This field is hidden when viewing the form Applicant Information Full Name* First Last Email Address* Phone Number* Which position are you applying for?* This field is hidden when viewing the form Candidate Uploads Upload Your Cover Letter* Accepted file types: pdf, doc, docx, Max. file size: 25 MB. Please Note: Any applications received without a Cover Letter will not be accepted. Upload Your Resume* Accepted file types: pdf, doc, docx, Max. file size: 25 MB.