Wealth Management Intern

Foster & Motley is a growing, independent, employee-owned, fee‑only Registered Investment Advisory (RIA) firm that provides clients with investment management and comprehensive financial planning. We currently manage over $3 Billion in client assets and have over 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service.

We are seeking a motivated, detail‑oriented Spring 2027
Wealth Management Intern to support our Financial Planning and Investment Management teams. This internship is an excellent opportunity for a college student interested in financial services, wealth management, investments, and client advisory work.

As a shared resource across both teams, the intern will assist with a variety of analytical, operational, and administrative tasks that contribute to delivering high‑quality service and advice to clients. The ideal candidate is curious, organized, professional, and eager to learn in a fast‑paced, collaborative environment.

• Assist in gathering and organizing client financial information for planning reviews and meetings
• Help prepare financial planning materials, reports, and presentation documents
• Support data entry and updates in financial planning software and CRM systems
• Conduct basic research related to retirement planning, education funding, cash flow, insurance, and other planning topics
• Review planning documents for completeness, accuracy, and formatting
• Assist with follow‑up items related to client meetings and internal planning discussions

• Assist with investment research, portfolio reporting, and performance tracking
• Help prepare investment review materials and client presentation decks
  
  Support account administration tasks, including account paperwork tracking and documentation
• Monitor and organize market commentary, fund information, and manager materials
• Assist with maintaining investment‑related data, spreadsheets, and internal reporting tools
• Support the team with special projects related to portfolio analysis and investment operations

• Progress towards Bachelor’s Degree required
• Interest in pursuing the CFP® and/or CPA designation preferred, but not required
• 0-3 years of professional experience in a wealth management or financial services field and a strong background in tax is preferred but not required
• Detail-oriented with a demand for a high degree of accuracy and ability to follow direction
• Highly proficient in Microsoft Office products. Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus
• Excellent written and verbal communication skills
• Team player, able to work well with all levels of the firm and with clients
• Interest in professional and personal growth by involvement with professional and/or community organizations.

• Competitive hourly pay
• Mentoring, guidance, and training in relevant field of study
• Opportunities for professional growth and real world job experience