Financial Planning Intern

Financial Planning Intern (Spring)

Atlanta, Georgia

About Elwood & Goetz

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, Charleston, and Naples. As fiduciaries to our clients, we provide comprehensive, personalized, and objective financial planning services for individuals, households, and businesses. Recognized as having one of the most experienced and educated advisory teams in the country, we serve more than 500 families in over 35 states and have earned an annual client retention rate above 99%.

In 2022, Elwood & Goetz was named one of America’s Best Places to Work for Financial Advisers by InvestmentNews.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

Firm Culture

We take pride in our welcoming, supportive, and celebratory firm culture. Our workplace values include:

• Passionate about helping others.
• Continuous pursuit of knowledge and sophistication.
• Unwavering belief in the value of teamwork.
• Client-first approach.
• Proactive relationship-building.
• Building and advancing our team, our clients, and our communities.
• The belief that financial planning is — first and foremost — a helping profession.

Description & Responsibilities

At Elwood & Goetz, we work in an ensemble model, working together in teams to serve our clients. Our planning teams typically consist of a managing director, senior financial planner, and associate financial planner. Teams work directly with households and businesses to design, deliver, and implement comprehensive financial plans.

As a financial planning intern, you will assist all planning and operations teams with various tasks as assigned. From office operations to paperwork preparation, you will receive hands-on training and insights into day-to-day practice management, client service, and team collaboration.

Specifically, this position will be responsible for:

• Assisting with the preparation of account paperwork.
• Greeting and accommodating guests (in-person, over the phone, or via email).
• Assisting the Office Manager with day-to-day tasks and office operations, such as conference room setup and breakdown for client meetings, tidying up common areas, scanning and filing documents, data entry and note-taking, and other tasks as assigned.

The work schedule for this internship is flexible to accommodate for classes. A minimum weekly commitment of 15 hours is required.

This is an on-site internship opportunity and will require commuting to our Atlanta office in Glenwood Park. This is not a remote internship. Our office is open 8 a.m. to 5 p.m Monday through Thursday, and 8 a.m. to 4 p.m. on Friday.

The Elwood & Goetz financial planning internship is a paid internship opportunity.

Requirements & Qualifications

• Currently enrolled in a college or university program and actively pursuing a degree in financial planning
• Conscientious
• Outstanding organizational skills and attention to detail
• Self-motivated with a positive attitude
• High standard of excellence and personal integrity
• Desire to help others
• Steadfast commitment to our fiduciary oath and ethical standards
• Strong communication and interpersonal skills

For consideration, please email your resume and cover letter to hello@elwoodgoetz.com by October 31st.