Compass Wealth Management is a growing, fee-only RIA firm located in the Perimeter area of Atlanta, GA. We serve corporate executives, business owners, and retirees through the implementation of a comprehensive financial planning process, in addition to a highly disciplined asset management approach.
We are looking for a Wealth Management Intern for Fall 2025, responsible for supporting our team and firm goals. This position is a great fit for a college Junior or Senior who is interested in a career in the financial services industry. This candidate will enjoy working within a small team while gaining exposure to the different roles at our firm.
Opportunity:
This is a great opportunity for a detail-oriented and reliable student who is looking to learn in a collaborative environment.
Gain valuable mentorship from established CFP® Professionals.
Gain broad experience in different aspects of Wealth Management including client service, account maintenance, investment research, and financial planning.
Responsibilities:
Support and fulfill tasks assigned by our advisors, planners, and client service personnel.
Conduct product, market, and client research.
Assist with data-entry for financial plans.
Assist with account maintenance and client service tasks.
Scan & organize documents and maintain electronic files.
Qualifications:
Must be able to work on-site at our office on Mondays and Wednesdays for internship duration (August 18 – November 26)
College Junior or Senior pursuing a bachelor’s degree in financial planning or a related field.
Trustworthy, ethical, hard-working, and dependable.
Self-disciplined and able to work independently in a small team environment.
Strong attention to detail and excellent organizational skills.
Excited to take on new challenges and adaptable to change.
Strong interest in the financial services industry.
Compensation & Perks:
Competitive hourly rate.
Mentorship and learning opportunities.
Networking opportunities.
Free use of large on-site fitness center.
Visit the careers page on our website at compasswm.net to learn more about our culture.
Please Note:
To apply for this position, please submit your cover letter and resume with "Fall Wealth Management Internship" in the subject line via email to team@compasswm.net. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position.
