Internship, Financial Planning

Aprio

. Assist in the preparation of financial plans, investment reports, and client deliverables .

Posted 9/17/2026internshipAtlanta • United StatesEntry Level💰 $26 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and problem-solving capabilities in financial planning, investment analysis, and client service. Proficient in utilizing financial planning software and Microsoft Office Suite to support advisors and enhance client deliverables.

Highest-signal resume keywords

Financial PlanningInvestment AnalysisMicrosoft Office SuiteFinancial Planning SoftwareAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRetirement PlanningTax StrategiesData Analysis

Soft Skills

Communication SkillsProblem-SolvingProfessionalismConfidentialityTeam Collaboration

Tools & Technologies

CRM SystemsPlanning SoftwareEMoney

Certifications & Qualifications

CFP®CFA®Series 65

Industry Keywords

Financial PlanningWealth ManagementInvestment OpportunitiesEconomic TrendsClient Deliverables

About the role

Key responsibilities & impact

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
Work closely with financial planners and team members to support ongoing client service, research, and special projects

Requirements

What you’ll need

Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economics or 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

Benefits

Comp & perks

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
Mentorship from experienced financial advisors and planners
Networking opportunities within the financial services industry
Exposure to real-world financial planning scenarios and tools