9 Summer Associate 2023 Jobs in Atlanta, GA
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Homrich Berg is Hiring a Summer Associate 2023 Near Atlanta, GA
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.
Job Summary
Full Time
Investment Management
09/03/2022
12/15/2022
homrichberg.com
ALPHARETTA, GA
100 - 200
1989
$10M - $50M
Investment Management
Related Companies
About Homrich Berg
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $8 billion for over 1800 client relationships nationwide.
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