Wealth Management Intern

Company Description Freedom First Retirement Design is a fiduciary advisory firm focused on helping individuals achieve financial security and peace of mind in retirement. The firm specializes in designing personalized retirement strategies that reflect each client's goals, lifestyle, and values. As a client-first organization, Freedom First Retirement Design emphasizes transparency, trust, and expert guidance across investment management, tax-efficient planning, and retirement income strategies. The team works closely with clients who are approaching retirement or refining existing plans to help them retire with confidence and clarity. The firm's mission is to create retirement plans that put each client's freedom and future first. Role Description The Wealth Management Intern will support advisors and staff in delivering high-quality retirement and wealth management services to clients. Day-to-day responsibilities include assisting with client meeting preparation, gathering and organizing financial data, and helping with the development of retirement and investment proposals. The intern will conduct research on investments, financial planning strategies, and relevant market trends, and help maintain accurate client records and documentation. Additional tasks may include supporting client communications, preparing educational materials, and helping with administrative projects that improve service delivery. This is a full-time, on-site role located in the Atlanta Metropolitan Area. Qualifications Foundational knowledge of financial planning, including retirement planning concepts and cash flow analysis. Understanding of investment management and investments, such as asset allocation, risk tolerance, and portfolio diversification. Basic knowledge of finance and insurance products commonly used in retirement planning. Strong analytical, quantitative, and research skills with attention to detail and accuracy. Clear written and verbal communication skills and the ability to explain financial concepts in accessible language. High level of integrity, professionalism, and commitment to fiduciary, client-first principles. Proficiency with Microsoft Office or similar tools; comfort working with spreadsheets and financial documents. Current enrollment in or recent completion of a degree program in Finance, Economics, Accounting, Business, or a related field is preferred. Ability to work collaboratively on-site in the Atlanta Metropolitan Area and manage multiple tasks in a fast-paced environment. #J-18808-Ljbffr Freedom First Retirement Design