Wealth Management Intern (Summer 2027, Atlanta)

Location: Atlanta, Georgia; onsite office work required 4–5 days per week. The internship runs from June through August 2027 and requires 40 hours per week.

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families through investment management, wealth strategy, and family office services.

What you will do

• Prepare client presentation materials, including financial independence and education projections, net worth statements, cash flow reports, budgets, and insurance and estate-planning summaries.
• Review, summarize, and analyze information covering risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable activities, and education.
• Prepare customized financial planning templates for client meetings.
• Research financial planning topics and support firm projects and departmental initiatives.
• Manage client and firm documents in the document management system.
• Represent hirify.global professionally with clients, outside professionals, and the public.

Requirements

• Currently pursuing a bachelor’s degree; rising juniors and seniors are preferred, while rising sophomores may also apply.
• Basic understanding of financial planning and investment concepts, with familiarity with insurance, estate planning, and tax principles.
• Proficiency in Microsoft Office Suite, including Excel.
• Strong analytical, organizational, communication, workload-management, and problem-solving skills.
• Ability to manage multiple priorities, follow direction from multiple team members, work accurately under deadlines, and maintain strict confidentiality.
• Must be at least 18 years old and have unrestricted U.S. work authorization; hirify.global hires U.S. citizens or permanent residents for U.S. employment opportunities and requires proof of authorization.

Culture & Benefits

• Collaborative, client-first environment focused on professionalism, ethics, integrity, and respectful teamwork.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, flexible spending, health savings, dependent care, commuter, and transit benefits.
• Paid maternity and parental leave, training reimbursement, and paid professional designations.
• Corporate discounts and paid volunteer days.