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Financial Planner Intern Jobs in Georgia (NOW HIRING)

Procon

Internship - Accounting & ERP

Buford, GA · On-site

$17/hr

Procon E&C - Hiring Accounting & ERP Intern (Construction Industry) Procon E&C is seeking an Accounting & ERP Intern to support financial operations for our construction projects. This internship ...

Procon

Internship - Accounting & ERP

Buford, GA

$17/hr

Procon E&C - Hiring Accounting & ERP Intern (Construction Industry) Procon E&C is seeking an Accounting & ERP Intern to support financial operations for our construction projects. This internship ...

PROCON E&C

Internship - Accounting & ERP

Buford, GA · On-site

$17/hr

Procon E&C - Hiring Accounting & ERP Intern (Construction Industry) Procon E&C is seeking an Accounting & ERP Intern to support financial operations for our construction projects. This internship ...

Brailsford and Dunlavey

Project Intern

Atlanta, GA · On-site

$18 - $25/hr

Project Intern - Fall 2026 (Part-Time) We are seeking a part-time Project Intern to join our ... Space planning support * Financial modeling and quantitative analysis * Internet and secondary ...

Brailsford and Dunlavey

Project Intern

Atlanta, GA

$18 - $25/hr

Project Intern - Fall 2026 (Part-Time) We are seeking a part-time Project Intern to join our ... Space planning support * Financial modeling and quantitative analysis * Internet and secondary ...

Brailsford and Dunlavey

Project Intern

Atlanta, GA

$18 - $25/hr

Project Intern Fall 2026 (Part-Time) We are seeking a part-time Project Intern to join our Atlanta ... Space planning support * Financial modeling and quantitative analysis * Internet and secondary ...

Brailsford and Dunlavey

Project Intern

Atlanta, GA · On-site

$18 - $25/hr

Project Intern Fall 2026 (Part-Time) We are seeking a part-time Project Intern to join our Atlanta ... Space planning support * Financial modeling and quantitative analysis * Internet and secondary ...

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Financial Planner Intern information

What are some typical projects or tasks a financial planner intern can expect to work on during their internship?

As a Financial Planner Intern, you can expect to assist with creating and updating financial plans, conducting research on investment options, and preparing client meeting materials. Interns often support senior advisors by gathering and analyzing client data, helping with portfolio reviews, and tracking market trends. You may also have opportunities to sit in on client meetings, collaborate with team members on case studies, and participate in internal training sessions to deepen your industry knowledge.

What are the key skills and qualifications needed to thrive as a financial planner intern?

To thrive as a Financial Planner Intern, you need a basic understanding of financial principles, analytical skills, and progress toward a relevant degree such as finance, economics, or accounting. Familiarity with financial planning software (like eMoney or MoneyGuidePro), Microsoft Excel, and, in some cases, pursuit of certifications such as the CFP is often expected. Strong interpersonal communication, attention to detail, and a client-focused attitude set outstanding interns apart. These skills and qualities are vital for supporting advisors, accurately analyzing client portfolios, and building trust with clients.

What does a financial planner intern do?

A Financial Planner Intern supports experienced financial planners by assisting with research, preparing client reports, and helping to develop financial plans. They may also participate in client meetings, gather and analyze financial data, and learn about investment strategies, budgeting, and retirement planning. This role is designed to provide hands-on experience in the financial planning industry, allowing interns to gain practical knowledge and develop essential skills for a future career as a financial advisor.

What is the difference between Financial Planner Intern vs Financial Advisor?

AspectFinancial Planner InternFinancial Advisor
CredentialsTypically pursuing or holds a degree in finance, economics, or related field; may have certifications like CFP or Series 7 in progressOften holds CFP, Series 7, or other professional certifications
Work EnvironmentInternship setting, often in financial firms or banks, focusing on learning and support tasksClient-facing roles, providing financial advice and planning services
Employer & Industry UsageUsed in training programs, internships, and entry-level positions within financial servicesFull-time professionals working directly with clients in financial planning firms or banks

The main difference is that a Financial Planner Intern is an entry-level trainee gaining experience, while a Financial Advisor is a licensed professional providing financial advice to clients. Interns focus on learning and supporting roles, whereas advisors actively manage client portfolios and offer personalized financial planning services.

What are the most commonly searched types of Financial Planner jobs in Georgia?

The most popular types of Financial Planner jobs in Georgia are:

What cities in Georgia are hiring for Financial Planner Intern jobs?

Cities in Georgia with the most Financial Planner Intern job openings:

Financial Planner Intern jobs near you
Infographic showing various Financial Planner Intern job openings in Georgia as of August 2026, with employment types broken down into 29% Internship, 50% Full Time, 14% Part Time, and 7% Contract. Highlights an 86% In-person, and 14% Hybrid job distribution.

Financial Planning & Analysis - Finance Intern | North America

Simon-Kucher & Partners

Atlanta, GA • On-site

$28/hr

Full-time, Internship

Posted 9 days ago

Job description

Financial Planning & Analysis - Finance Intern North America
In the United States - Atlanta Boston Chicago New York
We are seeking a motivated and detail-oriented Financial Planning and Analysis intern to join our Finance team. In this full-time role, you will support financial planning, reporting, business performance analysis, sales and project controlling, and management reporting.
This opportunity is ideal for a student who is interested in gaining hands-on experience in financial planning and analysis while working with financial and operational data to support business decision-making. You will collaborate with members of the Finance team and other business stakeholders while developing your analytical, reporting, and communication skills.
A successful candidate will be highly motivated, well organized, able to multi-task, proactively prioritize work activities, and meet tight deadlines. The FP&A intern will be a key member of the North American Finance team.
What makes us special:
  • Become part of a unique entrepreneurial team. Think independently, use your initiative, and take some risks. Entrepreneurship is a powerful force that drives the growth not only of our firm but our clients and people.
  • Unlock the power of opportunity. Advance your career in a thriving company with a startup feel. We invest in your professional development every step of the way.
  • Enjoy balance and flexible working. Be empowered to do your best work - whether it's from home or in the office.
  • Prioritize your health and wellbeing. No matter where you live, we offer a competitive suite of health benefits to help keep you and your loved ones safe.
  • Work in a values-driven culture. At Simon-Kucher, our vision is to become the world's leading growth specialist. Our values guide the way we do business and communicate our distinctiveness. They sum up what we stand for, influence our culture, and drive how and why we do things.

How you will create an impact:
  • Business Performance & Analytics
    • Support the preparation of recurring financial reports and KPI dashboards.
    • Analyze financial and operational data to identify trends and performance drivers.
    • Assist in creating presentations for management reporting.
    • Perform ad hoc analyses to support business decisions.
  • Sales & Project Controlling
    • Assist with sales pipeline reporting and revenue forecasting.
    • Support project profitability analysis and resource utilization reporting.
    • Assist in monitoring project financial performance and identifying variances.
    • Help prepare financial analyses for project reviews.
  • General FP&A Support
    • Prepare data for management meetings and leadership presentations.
    • Maintain financial databases and reporting files.
    • Collaborate with finance team members on cross-functional projects.
    • Support ad hoc requests from finance and business leadership.

Your profile:
  • Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or a related field.
  • Ability to intern full-time for 3-6 months.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Excel.
  • Familiarity with PowerPoint.
  • Strong communication and organizational skills.
  • Ability to work independently while collaborating within a team.
  • Curiosity, attention to detail, and willingness to learn.
  • Ability to go into the office 1-2x/week.
  • Unrestricted U.S. work authorization is required for U.S. office locations. Simon-Kucher does not offer sponsorship for this position. (Please note that CPT and OPT are restricted forms of work authorization.)

The pay for this position is $28/hr. Compensation may vary depending on relevant experience, skills, geographic location, and business needs.
Simon-Kucher is a global consultancy with more than 2,000 employees in 30+ countries. Our sole focus is on unlocking better growth that drives measurable revenue and profit for our clients. We achieve this by optimizing every lever of their commercial strategy - product, price, innovation, marketing, and sales - based on deep insights into what customers want and value. With 40 years of experience in monetization topics of all kinds, we are regarded as the world's leading pricing and growth specialist.
Simon-Kucher is an Equal Employment Opportunity ("EEO") employer. Our employment decisions are made without regard to race, color, religion, gender, national origin, age, disability, marital status, veteran or militarily status, or any other legally protected status.
We believe in building a culture that embraces belonging, creating an environment in which our people feel valued, are able to be themselves and feel their contribution matters. If we get that right, great things will happen; people will grow faster, innovate, feel valued, and create better outcomes for everyone - our people, our clients and, of course, our business.
Simon-Kucher North America Talent Acquisition Team
simon-kucher.com/careers

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