Advisory Associate Intern

HB Wealth • Atlanta, GA

124d

About The Position

At HB Wealth, internships are designed to give you more than just a glimpse into wealth management. You’ll gain hands-on experience, learn directly from seasoned professionals, and see how our team lives out our mission to bring unwavering financial peace of mind to the clients we are privileged to serve. Through mentorship, professional development, and firm-wide initiatives, you’ll build valuable skills, expand your network, and discover what it means to thrive in a purpose-driven firm. HB Wealth is seeking (4) Advisory Associate Interns to work in our Buckhead, GA corporate office. This position will assist Wealth Advisors in accomplishing the overall goal of serving our clients. You’ll be part of a dynamic, supportive team—learning from the best, developing new skills, and having a great time while you do it! This is a paid internship, beginning May 26, 2026, and running through July 31, 2026. HB offers a well-structured, challenging, and collaborative Summer Intern program.

Requirements

• Must be a rising senior pursuing a bachelor’s degree from an accredited college or university.
• Strong verbal and written communication skills.
• Client-focused professional who demonstrates integrity, strong interpersonal skills, and a collaborative, team-oriented attitude.
• Highly organized and detail-oriented, with strong analytical skills, follow-through, and a proactive mindset suited to fast-paced, entrepreneurial environments.
• Proficiency with the Microsoft Office Suite preferred.
• Ability to successfully pass criminal background / credit check required.

Responsibilities

• Support the Advisory team by gathering and organizing client data.
• Prepare materials for meeting agendas, portfolio proposals, and quarterly reports.
• Assist in the development and maintenance of comprehensive financial plans, including balance sheets, investment allocation charts, estate summaries, and income tax projections.
• Provide support in the maintenance of the CRM system, including recording meeting notes, updating client records, and data clean-up projects.
• Support the firm in other special projects (including technology and operations projects), as needed.
• Complete an end of internship capstone project and presentation.

Benefits

• Paid internship
• Hands-on experience
• Mentorship from seasoned professionals
• Professional development opportunities

What This Job Offers

• Career Level: Intern
• Education Level: Bachelor's degree