Planning Associate – Internship

SignatureFD is a leading privately held financial design and advisory firm based in Atlanta, Georgia. With over $2.6B in assets for over 950 client families, we serve high-net-worth individuals, families and related entities. We are passionate about delivering exceptional advice, planning, and service and we use our clients’ success as a measure of our own. We recognize that good investment performance is the cornerstone to meeting our clients’ financial objectives. But more than that, we believe that financial wealth is only important to the extent that it allows our clients to accomplish their life goals.

Primary Function
As part of our team, our planning associates identify and deliver clients planning needs through a comprehensive approach to their total wealth, life goals, and objectives.
Our Internship position offers experience in the following areas:

  • Provide client level support to the Senior Planning Associates – with active involvement in all levels of planning.
  • Actively participate and contribute to the Planning Team projects (internal and external).

Qualifications

  • Strong communication and interpersonal skills.
  • Entrepreneurial minded and self-sufficient.
  • Ability to work and thrive in a collaborative professional team environment.

Position Requirements

  • Available at least 25 hours per week
  • Actively pursuing college degree with emphasis in related major
  • Intention to obtain CFP® certification upon graduation
  • Adequate technical capabilities to develop a basic written financial plan

At SignatureFD, we take great pride in our unique corporate culture and are always looking to build on it by adding experts from across the wealth management disciplines. If you are an energetic, innovative team player, committed to using your expertise to create positive impact on the lives of others. If you are a positive individual who thrives on both the team collaborative thinking process and the responsibility of autonomous self-driven project work. If you are passionate about the principles behind financial design and looking to join a world-class team of like-minded individuals, then SignatureFD may be the place for you.
Please submit resumes (with cover letter) to Dan.Dubay@SignatureFD.com.