Wealth Management Intern

Platinum Wealth Management of Buckhead is a boutique, independent wealth management firm dedicated to helping individuals and families make confident financial decisions through personalized planning, investment guidance, and long-term relationship-driven service. Our team works closely with clients on retirement planning, portfolio strategy, risk management, and navigating major life transitions.

We are seeking a motivated Summer Intern to join our team in-office and gain hands-on experience inside a fast-paced, client-focused advisory practice.

This is a paid, in-office summer internship designed for students who want real exposure to the financial services and wealth management industry. The internship is approximately 30 hours per week and offers the opportunity to work directly alongside advisors, marketing leadership, and operations team members.

A major focus of this internship is helping students understand what it is really like to be a financial advisor.

Most students assume financial advisors spend their day analyzing funds and stocks. In reality, investment analysis is only a small part of the role.

This internship is designed to provide real exposure to the parts of the business that matter most: building relationships, guiding clients through major life decisions, developing financial plans, creating trust, growing a business, and delivering an exceptional client experience.

Interns will leave with a much clearer understanding of whether the financial advisor career path is the right fit for them.

For candidates whose universities allow it, we are also happy to support this internship for class credit / academic credit hours.

This internship is designed to provide meaningful experience across several areas of the business, including:

• Supporting client service and administrative workflows
• Assisting with marketing campaigns, social media, and event preparation
• Helping prepare presentations, reports, and client-facing materials
• Conducting market, competitor, and prospect research
• Assisting with seminar and client appreciation event logistics
• Supporting CRM updates, data organization, and follow-up workflows
• Shadowing advisors to learn more about financial planning conversations and the client experience
• Assisting with special projects across operations, business development, and branding

• Rising junior or senior preferred pursuing Finance, Economics, Business, Marketing, Communications, or a related field
• Rising sophomores welcome if they demonstrate exceptional professionalism, initiative, and genuine interest in the industry
• Understanding of financial planning, investments, and investment management concepts
• Coursework, knowledge, or prior experience related to finance and investment concepts preferred
• Excellent analytical, organizational, and problem-solving skills
• Strong attention to detail with the ability to work effectively in a collaborative team environment
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, and Outlook)
• Comfortable communicating with team members, advisors, and clients in a professional in-office environment
• Eager to learn, ask thoughtful questions, and take ownership of projects
• Demonstrated interest in pursuing a career in wealth management or financial advising
• Proactive, dependable, and positive attitude

This is more than a resume-building internship — it is an opportunity to gain real-world experience inside a growing wealth management firm, develop professional skills, and build relationships with experienced advisors and business leaders.

Interns will leave with practical exposure to:

• Wealth management operations
• Financial advisor business development
• Marketing strategy for professional services
• Client relationship management
• Event and seminar execution
• The day-to-day workings of an independent advisory practice
• The full scope of what it truly means to be a financial advisor beyond investment analysis alone