Senior Financial Planner
About The Position
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. We are seeking a motivated and detail-oriented Financial Planning Intern to join our team in Atlanta. This internship is designed to provide hands-on experience in wealth management and provides an excellent opportunity to learn the fundamentals of personal financial planning, investment management, and client relationship management. You'll work closely with the financial planners and other team members to support the ongoing service of our clients, conduct research, special projects, and gain insight into a career in financial services.
Requirements
- Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economicsor related field
- Strong academic performance with a concentration in financial planning course work
- High level of professionalism and confidentiality
- Strong analytical, problem-solving, and communication skills
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); experience with financial planning software (eMoney) is a plus.
- Eagerness to learn and interest in a career in financial planning or wealth management
Nice To Haves
- Pursuit of relevant certifications (CFP®, CFA®, Series 65) is highly encouraged
- experience with financial planning software (eMoney) is a plus.
Responsibilities
- Assist in the preparation of financial plans, investment reports, and client deliverables
- Analyze client data to help develop tailored investment, retirement, and tax strategies
- Conduct research on financial products, investment opportunities, and economic trends Support advisors with client meeting preparation and follow-up
- Update and maintain CRM systems and planning software Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processes
- Participate in team meetings and training sessions
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
Education Level
No Education Listed
