Wealth Advisory Intern — Paid, Hands-On Experience

Homrich Berg; Atlanta (GA); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Paid internship

Job summary

Homrich Berg is seeking four Advisory Associate Interns to join our Buckhead, GA office. This paid internship runs from May 24, 2027, through July 30, 2027, offering hands-on experience supporting Wealth Advisors and learning from a collaborative, purpose-driven team.

You will help gather client data, prepare materials for meetings and reports, and contribute to financial planning efforts while gaining exposure to CRM maintenance and special projects across technology and operations.

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, detail-oriented, with analytical skills.
• Proficiency with Microsoft Office Suite.
• Ability to pass criminal background/credit check.

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.

Skills

Verbal & written communication

Analytical skills

Organizational skills

Team collaboration

Proactive mindset

Education

Bachelor's degree candidate

Tools

Microsoft Office Suite

Job description

Homrich Berg is seeking four Advisory Associate Interns to join our Buckhead, GA office. This paid internship runs from May 24, 2027, through July 30, 2027, offering hands-on experience supporting Wealth Advisors and learning from a collaborative, purpose-driven team.

You will help gather client data, prepare materials for meetings and reports, and contribute to financial planning efforts while gaining exposure to CRM maintenance and special projects across technology and operations.