The Role
The Financial Planning Intern assists in preparing financial plans, analyzing data for investment strategies, conducting research, and maintaining CRM systems, gaining insights into financial services.
Summary Generated by Built In
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.
Key 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
Qualifications
- 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
- Pursuit of relevant certifications (CFP®, CFA®, Series 65) is highly encouraged
- 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
What You’ll Gain:
- Exposure to real-world financial planning scenarios and tools
- Mentorship from experienced financial advisors and planners
- Networking opportunities within the financial services industry
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Emoney
Microsoft Office Suite
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
