Advisory Intern

HB Wealth; Atlanta (GA); On-site; USD 39,000 - 44,000; Full time

Job summary

HB Wealth in Atlanta’s Buckhead office is offering a paid Advisory Intern program designed to give you hands-on wealth-management exposure, mentorship from seasoned professionals, and a clear view of how a purpose‑driven firm delivers financial peace of mind.

As an Advisory Associate Intern, you’ll support the team with client data, meeting materials, and financial plans, help maintain our CRM, and participate in a capstone project, all while working in a collaborative, fast-paced environment.

Qualifications

• Rising senior pursuing a bachelor’s degree from an accredited college or university.
• Strong verbal and written communication skills.
• Client-focused with integrity and collaborative attitude.
• Highly organized with attention to detail and analytical mindset.
• Proficient in Microsoft Office.
• Ability to pass criminal background/credit check.

Responsibilities

• Support Advisory team by gathering and organizing client data, preparing materials for meetings, portfolio proposals and quarterly reports, and assisting in financial plan documentation.
• Maintain CRM system records, including meeting notes and data cleanup projects.
• Assist with special projects in technology and operations as needed.
• End of internship capstone project and presentation.

Skills

Communication skills

Client focus

Organizational skills

MS Office

Background check

Education

Bachelor's degree in progress

Tools

Microsoft Office

CRM software

Job description

About Us

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.

About Us

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.

Job Type

Internship

Description

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.

What We’re Looking For

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 24, 2027, and running through July 30, 2027. HB offers a well‑structured, challenging, and collaborative Summer Intern program.

Your Job Responsibilities

• Support the Advisory team by gathering and organizing client data, preparing materials for meeting agendas, portfolio proposals, and quarterly reports, and assisting 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.
• Supports the firm in other special projects (including technology and operations projects), as needed.
• End of internship capstone project and presentation.

Requirements

• Must be a rising senior pursuing a bachelor’s degree from an accredited college or university (required).
• 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.

This is not a remote position. Candidates should expect to be in an HB office 5 days per week. Candidates must be local to Atlanta, or willing to relocate.

About HB Wealth

HB Wealth (“HB”) is a national, independent, fee‑only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN. Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing unwavering financial peace of mind to the clients we are privileged to serve.

HB is an Equal Employment Opportunity Employer

$30/hr