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Summer Associate 2023

Atlanta, GA | Full Time
27 Days Ago

Job Description

Description

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high-net-worth individuals.


Description of Position

HB is seeking Summer Associates to work in our Buckhead, GA corporate office. This position will assist Financial Planners in accomplishing the overall goal of serving our clients. 

Duties:

· Assist in creating/updating financial statements, projections, and investment allocation charts. Assist with preparation for client meetings. 

· Research projects and various administrative duties. 

· End of internship capstone presentation. 

Requirements

· Must be a rising senior or graduate student (those who are eligible for potential fulltime employment within a year of completion of internship).

· Must demonstrate a “team-first” attitude.

· Willingness and ability to adapt to changing priorities.

· Must be proficient in Excel.

· Excellent communication skills.

· Excellent research and problem-solving skills.

Company Overview

  • Website homrichberg.com
  • Headquarters ATLANTA, GA
  • Size 100 - 200
  • Founded 1989
  • Type
  • CEO ANDREW BERG
  • Revenue $5M - $10M
  • Industry Business Services
  • About homrich berg