CAREERS

Financial Planning Intern - Summer 2024

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 wealth management for individuals, families, and businesses. We believe that financial planning is first and foremost a helping profession.

Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 500 families in over 35 states and have earned an annual client retention rate above 97%.

In 2023, Elwood & Goetz was named one of America’s Best Places to Work for Financial Advisers by InvestmentNews for the second consecutive year.

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

Our Mission

As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.

Our Vision

To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.

To achieve our mission and vision, we will:

  • Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
  • Identify and eliminate financial stress, confusion, and burden for our clients.
  • Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
  • Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.
Our Values
Integrity
  • Use good judgment and do the right thing.
  • Be accountable. Share credit and shoulder responsibility.
  • Communicate authentically and transparently.
  • Act in good faith — with positive intent and alacrity.
Sophistication
  • Foster curiosity.
  • Pursue lifelong learning and growth.
  • Avoid shortcuts that compromise value. Put in the time and focus on the details.
  • Exceed expectations and deliver exceptional experiences.
Generosity
  • Treat people with kindness, dignity, and compassion.
  • Be passionate about helping our clients, our colleagues, and our communities.
  • Build relationships rooted in mutual trust and respect.
  • Encourage gratitude and appreciation.
Diverse Talent Statement

Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.

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
  • Accept the daily obligation to further our mission, pursue our vision, and enact and embrace our core values.
  • Steadfast commitment to our fiduciary oath and ethical standards.
  • Outstanding organizational skills and attention to detail.
  • Self-motivated with a positive attitude.
  • High standard of excellence.
  • Desire to help others.
  • Strong communication and interpersonal skills.
Compensation & Benefits

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

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