Advisory Intern

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.

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.

Candidates must submit a letter of interest 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.

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 accr