Aprio · 1 month ago
Financial Planning Internship
Atlanta, GA
Internship
Hybrid
Intern
$26/hr - $33/hrAprio is a nationally ranked CPA and advisory firm that offers a dynamic internship experience. The Financial Planning Intern will assist in preparing financial plans and investment reports, analyze client data, and support financial advisors in client interactions, gaining valuable insight into the financial services industry.
AccountingFinancial Services
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
Qualification
Required
Rising senior pursuing a major or minor in Financial Planning, Finance, Business, Economics or 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
Benefits
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
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
Founded in 1952
1001-5000 employees
H1B Sponsorship
Aprio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
2025-11-10
Company data provided by crunchbase