Working at Compass
At Compass Wealth Management, we strive to attract the best talent by building a culture that you will love being a part of. We are committed to creating an environment that encourages our team to work hard and be rewarded for their efforts. As part of our ongoing effort to improve job satisfaction, our team meets regularly to discuss culture initiatives. Here are some of the reasons you will love Compass.
Current Job Openings:
Wealth Management Internship (Summer 2025)
About this position:
Compass Wealth Management is a growing, fee-only RIA firm located in the Perimeter area of Atlanta, GA. We serve corporate executives, business owners, and retirees through the implementation of a comprehensive financial planning process, in addition to a highly disciplined asset management approach.
We are looking for a Wealth Management Intern for Summer 2025, responsible for supporting our team and firm goals. This position is a great fit for a college Junior or Senior who is interested in a career in the financial services industry. This candidate will enjoy working within a small team while gaining exposure to the different roles at our firm.
Opportunity:
This is a great opportunity for a detail-oriented and reliable student who is looking to learn in a collaborative environment.
Gain valuable mentorship from established CFP® Professionals.
Gain broad experience in different aspects of Wealth Management including client service, account maintenance, investment research, and financial planning.
Responsibilities:
Support and fulfill tasks assigned by our advisors, planners, and client service personnel.
Conduct product, market, and client research.
Assist with data-entry for financial plans.
Assist with account maintenance and client service tasks.
Scan & organize documents and maintain electronic files.
Qualifications:
Must be able to work on-site at our office on Mondays and Wednesdays for internship duration.
College Junior or Senior pursuing a bachelor’s degree in financial planning or a related field.
Trustworthy, ethical, hard-working, and dependable.
Self-disciplined and able to work independently in a small team environment.
Strong attention to detail and excellent organizational skills.
Excited to take on new challenges and adaptable to change.
Strong interest in the financial services industry.
Compensation & Perks:
Competitive hourly rate.
Mentorship and learning opportunities.
Networking opportunities.
Free use of large on-site fitness center.
Visit the careers page on our website at compasswm.net to learn more about our culture.
Please Note:
To apply for this position, please submit your cover letter and resume with "Wealth Management Internship" in the subject line via email to team@compasswm.net. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position.
Client Centric Focus
Compass is a boutique Wealth Management Firm with an established client base. By focusing 100% of our efforts on our clients, we are fortunate to receive referrals for new clients from our existing client base. Therefore, our team does not follow the traditional sales model. This means you will never be asked to proactively solicit new clients. Rest assured, you will never be asked for a list of your closest friends and family!
Not a Sales Culture
Company Hours
Our standard business hours are 8am – 4pm. We expect you to put your best efforts forward and be available during these hours. We also expect you to “turn off work” outside of these hours. You can be confident that our team will not be requesting your services when you are not on the clock. We value each teammate’s personal time and have put boundaries in place to protect that.
Vacation
All team members start with over 4 weeks of Paid Time Off (PTO). This includes three weeks of discretionary PTO days in addition to the following federal holidays: New Year’s Day, Martin Luther King Jr. Day, Good Friday (half-day), Juneteenth, Independence Day, Labor Day, Thanksgiving Day, and Christmas Day. Starting at the completion of your third year of employment, your discretionary PTO increases by 1 day per year with a total PTO cap of 5 weeks. Lastly, we work remotely as needed on an “on-call” basis during the week of Christmas.
Half Day Fridays
Our Client Service & Communications personnel take off early at 12:00pm every other Friday (after initial training estimated to be two months). You don’t have to go home, but you can’t stay here.
Work-Life Balance
Hybrid Schedule
Remote Days
We have a hybrid weekly work schedule consisting of two in-office days and three remote days. Our in-office days usually fall on Monday and Wednesday, but can vary based on client appointments.
Brand New Office
New Office Build at Terraces
Our newly built office suite is located at the Terraces, conveniently located in Atlanta’s thriving Central Perimeter submarket. This new space combines modern amenities, open collaboration areas, and a fresh, inspiring atmosphere.
Fitness Incentive
On-Site Gym
Our office building features an on-site gym with state-of-the-art equipment as well as on-site fitness classes. Gym membership is included at no cost to Compass employees.
Pathway
We offer a defined career path so that you know the advancement opportunities that await. You will begin in a client service role while you work on obtaining the Certified Financial Planner ™ designation. Our firm will cover all associated costs including the coursework, review material, exam, and continuing education & fees. Upon completion of this designation (2-3 years), you will transition to the role of Financial Planner.
Professional Development
The better we are at what we do, the better we can serve our clients. As a member of our firm, we will commit to developing you as a professional. Along with pursuing the Certified Financial Planner ™ designation, you will simultaneously be learning paraplanning skills, including financial plan preparation and implementation, and supporting planners with client meeting follow-ups, notes, and plan updates.
Defined Career Path
Competitive Compensation
401(k) Match with Profit Sharing
Our firm matches 100% of the first 3% of your contributed salary. You can start contributing immediately and are fully vested. In addition, we offer an annual profit-sharing contribution.
Salary/Bonus
We offer a competitive salary with an initial guaranteed bonus structure.
Healthcare Package
Full-time team members are eligible to participate in our group health plan. Our provider options include Aetna and Kaiser Permanente. Ancillary benefit options include Dental, Vision, Voluntary Life and Accidental Death & Dismemberment (AD&D) Insurance, and Accident Insurance. Compass contributes a substantial amount towards your premium every month.
Team Events
We embrace the work hard/play hard philosophy. We plan a team event twice a year that allows us to get out of the office and unwind. Some past examples of these events include escape rooms, Andretti indoor karting & laser tag. Lunch is always included and family is invited!
Team Events
We are always looking for qualified candidates.
Click the button below if you would like us to keep your information on file for future opportunities.