HB Wealth
HB Wealth is seeking a Client Service Associate Summer Intern to assist Financial Planners with operational client service tasks at their Buckhead, GA corporate office. This paid internship runs from May 24, 2027, through July 30, 2027, and offers a structured, collaborative learning experience for rising seniors pursuing a bachelor's degree. The role involves preparing client account applications, maintaining internal systems, and completing a capstone project.
Expert Advice. Exceptional Care. Enduring Peace of Mind.™
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for HB Wealth.
23% below the average for this role