Summer 2025 Advisory Intern

Job Type

Internship

Description

HB Wealth ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA, with two other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens, FL, Tampa, FL, Nashville, TN, Columbia, SC, Augusta, GA, Towson, MD, and Columbia, MD. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $18 billion as of December 31, 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.

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• This internship will run June through mid-August 2025, on-site in our Towson, MD office.*
  
  

All interested candidates must submit a letter of interest along with their resume to be considered. In no more than one page, the letter should tell us why you have chosen this field for an internship and how it will benefit your future studies and career.

HB Interns perform entry-level work to both benefit the company and provide a valuable learning experience. Interns are expected to learn how to create financial plans with heavy supervision and guidance. They also help the Advisory Operations Group with tasks such as data entry and CRM maintenance. While Interns do not have interactions with clients, we ask that they treat their colleagues as clients and strive to exceed their expectations.

Job Responsibilities

General Support

• Support advisory and investment team members by assisting in the organization of electronic case files, preparation of reports, letters, and other correspondence, including but not limited to investment documents that are used by the Investment Committee and the firm’s advisors, which include client statements, investor letters, performance reports, quarterly reports, capital calls, distribution notices, and additional legal and tax documents
• Develop basic knowledge in financial planning and familiarity with developing financial plans for clients
• Support the firm in other special projects (including technology and operations projects), as needed
  
  

Client Team Support

• Enter information into financial planning software and prepare draft plans, with help from an Associate Advisor or Financial Advisor
• Assist the Advisory team in a variety of ways, including gathering information regarding client financial information and preparing information for client meeting agendas, portfolio proposals, and special quarterly reports
• Provide support in the maintenance of the CRM system, including recording meeting notes, updating client records, and data clean-up projects
  
  

Requirements

Desired Skills & Experience

• Excellent oral and written communication skills
• Client first attitude, professional demeanor and personal integrity
• Highly organized with exceptional attention to detail and excellent follow-through
• Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment
• Positive attitude and strong work ethic
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues
• Ability to work effectively within a team environment and a willingness to "pitch in" when necessary
• Strong analytical and problem-solving skills
  
  

Qualifications

• Work towards a bachelor’s degree from an accredited college or university (required)
• Rising Seniors preferred
• Proficiency with the Microsoft Office Suite preferred
  
  

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

Salary Description

$30/hour