Wealth Management Intern — Private Client Group

LE0219 SCS Capital Management LLC; Atlanta (GA); On-site; USD 28,000 - 40,000; Full time

Job summary

SCS, Focus Partners Family Office and OCIO in Atlanta is offering a Summer Internship in Private Client Group (PCG). You will assist senior advisors in implementing client plans, prepare presentations, review trading activity, and support portfolios while shadowing leaders in wealth management.

Ideal candidates are pursuing finance/economics/business degrees, with strong communication, attention to detail, and teamwork.

Qualifications

• Currently pursuing a bachelor’s or master’s degree in finance, economics, business, or related field.
• Expected graduation date between December 2027 and Spring 2028
• Preferred GPA of 3.5+
• Aptitude for learning complex financial and investment concepts
• Excellent verbal and written communication skills
• Strong attention to detail and ability to follow through on projects

Responsibilities

• Prepare client meeting presentations
• Review/trade/confirm investment activity
• Operational account administration
• Monitor portfolios vs asset targets
• Collaborate on ad‑hoc projects
• Coordinate with accountants and estate attorneys
• Assist with real-time client inquiries

Skills

Excellent communication

Attention to detail

Team oriented

Self-starter

Education

Bachelor’s or Master’s in Finance/Economics/Business or related field

Tools

MS Office (Outlook, PowerPoint, Excel)

Excel

Job description

SCS, Focus Partners Family Office and OCIO in Atlanta is offering a Summer Internship in Private Client Group (PCG). You will assist senior advisors in implementing client plans, prepare presentations, review trading activity, and support portfolios while shadowing leaders in wealth management.

Ideal candidates are pursuing finance/economics/business degrees, with strong communication, attention to detail, and teamwork.