Job Specifications
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
We are seeking a motivated and detail-oriented Financial Planning Intern to join our team in Atlanta. This internship is designed to provide hands-on experience in wealth management and provides an excellent opportunity to learn the fundamentals of personal financial planning, investment management, and client relationship management. You’ll work closely with the financial planners and other team members to support the ongoing service of our clients, conduct research, special projects, and gain insight into a career in financial services.
Key Responsibilities
Assist in the preparation of financial plans, investment reports, and client deliverables
Analyze client data to help develop tailored investment, retirement, and tax strategies
Conduct research on financial products, investment opportunities, and economic trends Support advisors with client meeting preparation and follow-up
Update and maintain CRM systems and planning software Collaborate with cross-functional teams to gain exposure to investment, planning, and advisory processes
Participate in team meetings and training sessions
Qualifications
Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economicsor related field
Strong academic performance with a concentration in financial planning course work
Pursuit of relevant certifications (CFP®, CFA®, Series 65) is highly encouraged
High level of professionalism and confidentiality
Strong analytical, problem-solving, and communication skills
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); experience with financial planning software (eMoney) is a plus.
Eagerness to learn and interest in a career in financial planning or wealth management
What You’ll Gain
Exposure to real-world financial planning scenarios and tools
Mentorship from experienced financial advisors and planners
Networking opportunities within the financial services industry
$26 - $33 an hour
Why Work For Aprio
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits We Offer For Full-time Team Members
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What’s In It For You
Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
About the Company
Aprio is a Top 25 premier, full-service business advisory, tax, and accounting firm. We're passionate for what's next. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC, deliver professional services. Since 1952, clients throughout the U.S. and across more than 50 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier business advisory and accounting firm, Aprio Advisory Group, LLC, delivers advisory, tax, managed, and private client services to build value, drive gr...
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