Description:
Symphony Wealth, an independent boutique wealth management firm, is offering a Financial Planning Internship in Atlanta, GA for the summer. This is an opportunity to gain hands-on experience in comprehensive financial planning, exit planning, and multi-family office services for ultra-high-net-worth families and entrepreneurs.
Key Responsibilities:
- Meeting Preparation:
- Update client records and ensure accuracy in financial planning reports.
- Work closely with the Senior Financial Advisor to enhance reports for maximum client impact.
- Client Meetings:
- Attend client meetings, take detailed notes, and support the Client Service Manager (CSM) in executing client initiatives.
- Marketing & Administrative Support:
- Assist in managing social media, blog posts, email campaigns, and marketing materials.
- Support the promotion of an upcoming book release by the Founder/Senior Advisor.
- Research & Analysis:
- Conduct financial research and prepare investment portfolio reports for review with the Senior Advisor.
- Ad Hoc Projects:
- Gain exposure to various business and financial planning initiatives.
Qualifications:
- Recent graduate or soon-to-be graduate from a Financial Planning program.
- Interest in financial planning and entrepreneurship.
- Strong organizational and communication skills.
- Ability to multi-task and meet deadlines.
- CFP designation interest/enrollment is a plus.
- Positive attitude and team-oriented mindset.
Internship Details:
- Part-time (10-20 hours/week) for the summer.
- Flexible schedule with hands-on training.
- Potential for long-term hire.