Private Client Group Intern (Atlanta) (Summer 2026)

Private Client Group Intern (Atlanta) (Summer 2026)

Program Dates : June 9 August 14, 2026 (10 weeks)

Position Summary

SCS is seeking interested students for its Private Client Group (PCG) Summer Internship. This internship will provide students with the opportunity to learn and participate in all facets of the asset management industry, working directly with our advisors to help support our clients. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor Interns will work with private client teams and support functional areas across the firm to help deliver sustained superior client service to the families that we work with.

Interns who demonstrate exceptional performance may be considered early for a full-time Client Advisor position following graduation.

Primary Responsibilities

The interns will be responsible for assisting senior team members to implement and maintain clients' investment and strategic plans. This may include :

• coordinating the account opening and administration of client portfolios
• preparing client meeting presentations
• preparing / reviewing / confirming trading and other investment activity
• monitoring portfolios against asset allocation targets
• working on ad-hoc projects
• coordinating with accountants and estate attorneys
• assisting with real-time client inquiries and requests as they arrive

Interns will also have opportunities to shadow senior members of the Private Client Group throughout the summer and listen-in on external conversations including calls and meetings with accountants, attorneys, and business managers. The internship will include educational sessions throughout the summer with the senior leadership team, a chance to receive informal mentoring and insight from leaders in wealth management.

Qualifications

This is a non-exempt position. The hourly pay for this role is expected to be $20 / hour. Actual pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. This position is not benefits-eligible.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.