Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with two other offices in the metro-Atlanta area, and additional offices in Palm Beach Gardens, FL, Nashville, TN, Columbia, SC, and Augusta, GA. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals.  Total client assets under management are over $17 billion as of June 30, 2024.  At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.  

HB is seeking Summer 2025 Associates (Interns) to work in our Buckhead, GA corporate office. This position will assist Financial Planners in accomplishing the overall goal of serving our clients. This is a fantastic opportunity to work on a strong, fun team!   This is a paid internship, beginning May 12, 2025, and running through July 25, 2024.  HB offers a well-structured, challenging, and collaborative Summer Intern program.

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. 

• 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.

Equal Opportunity Employer M/F/D/V