Atlanta, Georgia, United States · On-site
Description About Us At HB Wealth, we're more than just a wealth management firm, we're a team that pours our heart into everything we do. Guided by integrity, collaboration, and an unwavering commitment to our clients, …
Skills: Financial planning, Account maintenance, Data entry, Research, Problem-solving
Atlanta, Georgia, United States · On-site
Description About Us At HB Wealth, we're more than just a wealth management firm, we're a team that pours our heart into everything we do. Guided by integrity, collaboration, and an unwavering commitment to our clients, …
Skills: Investment analysis, Financial research, Due diligence, Portfolio analysis, Data analysis
Atlanta, Georgia, United States · On-site
Description About Us At HB Wealth, internships are designed to give you more than just a glimpse into wealth management. You’ll gain hands-on experience, learn directly from seasoned professionals, and see how our team l…
Skills: Wealth management, Financial planning, Data analysis, Client communication, CRM management
Atlanta, Georgia, United States · Hybrid
Description HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, …
Skills: Financial Planning, Client Relationship Management, Investment Analysis, Cash Flow Projections, Tax Planning
Atlanta, Georgia, United States · Hybrid
Description HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, …
Skills: Financial Planning, Investment Analysis, Client Relationship Management, Portfolio Reporting, Fiduciary Responsibility
Atlanta, Georgia, United States · Hybrid
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you’ll be part of a team that lever…
Skills: Reinsurance broking, Risk management, Data analysis, Microsoft Office, Communication
Oakland, California, United States · On-site
$190k–$240k/yr
Responsibilities Who We Are: SiriusXM and its brands (Pandora, SiriusXM Media, AdsWizz, Simplecast, and SiriusXM Connect) are leading a new era of audio entertainment and services by delivering the most compelling subscr…
Skills: Portfolio Management, Program Management, Technical Operations, Financial Acumen, CapEx Tracking
Atlanta, Georgia, United States · On-site
$190k–$200k/yr
Citizens is seeking an experienced Corporate Finance Associate II to support the team’s senior professionals in industry focused client advisory as well as originating and executing capital markets and M&A transactions. …
Skills: Corporate finance, Investment banking, Financial modeling, M&A, Debt capital markets
Oakland, California, United States · Hybrid
Who We Are: SiriusXM and its brands (Pandora, SiriusXM Media, AdsWizz, Simplecast, and SiriusXM Connect) are leading a new era of audio entertainment and services by delivering the most compelling subscription and ad-sup…
Skills: Portfolio management, Program management, Technical operations, Financial acumen, CapEx tracking
Atlanta, Georgia, United States · Hybrid
Discover Your Career at Emory UniversityEmory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidate…
Skills: Operational Excellence, Process Improvement, Data Analytics, Budget Management, Workflow Automation
Atlanta, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Benefit Strategy, Vendor Management, Cost-Containment, Claims Analysis, RFP Management
Atlanta, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Commercial Insurance Account Management, Property & Casualty Licensing, Client Relationship Management, Policy Servicing, Market Analysis
Atlanta, Georgia, United States · Hybrid
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Vendor Management, Benefit Program Strategy, Cost Containment, RFP Management, Data Analysis
Atlanta, Georgia, United States · Hybrid
Who We Are Equity Estates is a real estate investment firm established in 2006 for people who value luxury vacations. Through private funds with defined exits, investors share ownership and use of a diversified portfolio…
Skills: Financial reporting, Fund accounting, Property accounting, Strategic planning, Treasury management
Atlanta, Georgia, United States · Hybrid
Envision being part of an organization that has been recognized as one of the top–rated workplaces in the multifamily industry. Your search for the perfect home ends here. RADCO was awarded Best Places to Work in Multifa…
Skills: Accounts payable, Invoice processing, Vendor relations, Reconciliation, Financial system entry
Atlanta, Georgia, United States · On-site
$85k–$100k/yr
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the suppor…
Skills: Client relationship management, Investment solutions, Sales, Portfolio construction, Consultative selling
Atlanta, Georgia, United States · Hybrid
$220k–$280k/yr
About the Company Vantage Group Holdings Ltd. (Vantage) was established in late 2020 as a re/insurance partner designed for the future. Driven by relentless curiosity, our team of trusted experts provides a fresh perspec…
Skills: Excess Casualty, Underwriting, Risk management, Leadership, Broker relations
Atlanta, Georgia, United States · On-site
In order to be considered for a position at Kroll, you must formally apply via careers.kroll.com Join Kroll's Global Expert Services Team and gain hands-on experience in the dynamic field of Valuations consulting. We are…
Skills: Valuation analysis, Financial modeling, Discounted cash flow, Market multiple analysis, Option pricing
Atlanta, Georgia, United States · Hybrid
Purchasing Analyst/Hybrid Southern Healthcare Management (SHCM) is seeking a motivated and detailed-oriented Purchasing Analyst to join our team in Dunwoody, GA. This is an excellent opportunity for a proactive, analytic…
Skills: Purchasing, Data analysis, Vendor management, Cost containment, Microsoft Excel
Atlanta, Georgia, United States · On-site
B&S Site Development is a fast‑growing leader in large‑parcel, mission‑critical site development, delivering complex, time‑sensitive civil construction projects for some of the world’s most demanding clients. Since 2003,…
Skills: Cost Planning, Quantity Surveying, Budgeting, Takeoffs, Value Engineering
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The intern will assist financial planners with operational tasks such as processing client account applications and maintaining client information. They will also conduct research projects and complete a capstone project by the end of the internship.
Candidates must be rising seniors pursuing a bachelor's degree at an accredited institution. Applicants should possess strong communication skills, a professional attitude, and proficiency in Microsoft Office.
Description
About Us
At HB Wealth, we're more than just a wealth management firm, we're a team that pours our heart into everything we do. Guided by integrity, collaboration, and an unwavering commitment to our clients, we strive to raise the bar in every aspect of our work. Doing the right thing isn’t just a principle, it’s our promise. If you're passionate about making a meaningful impact, putting clients first, and working alongside a team that supports and challenges each other, HB Wealth may be the place for you.
What We’re Looking For
HB is seeking (1) Client Service Associate Summer Intern to work in our Buckhead, GA corporate office. This position will assist Financial Planners in the operational aspects of serving our clients. ?HB offers a well-structured, challenging, and collaborative Summer Intern program. This is a fantastic opportunity to work on a strong, fun team! This is a paid internship, beginning May 24, 2027, and running through July 30, 2027.
Candidates must submit a letter of interest to be considered. In no more than one page, the letter should tell us why you have chosen this field for an internship and how it will benefit your future studies and career.
Your Job Responsibilities
Requirements
This is not a remote position. Candidates should expect to be in an HB office 5 days per week. Candidates must be local to the Atlanta, or willing to relocate.
About HB Wealth
HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
HB is an Equal Employment Opportunity Employer
$27/hr
Offices: Grand Rapids, MI 49506, US
View all jobs at HB Wealth Management, LLCBased on 1272 listings with disclosed salaries, most finance & accounting jobs in Atlanta, GA pay between $51k–$180k per year. Individual offers vary with seniority, company size, and specialization.
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