Advisory Team Associate Intern (Summer 2027)

CFP Board of Standards Inc.; Atlanta, Northern (GA, KY); Hybrid; USD 42,000 - 43,000; Full time

Job summary

Focus Partners seeks an Advisory Team Associate intern to support the wealth management advisory team with financial plan drafting, meeting prep, and CRM tasks. You will learn core planning concepts while assisting with research, workflow coordination, and client communications in a collaborative environment.

The role is on-site 4–5 days per week during a 10-week program, with base pay of $20/hr and a focus on hands-on experience in financial planning and advisory operations.

Qualifications

• Pursuing a bachelor’s or master’s in financial planning, finance, business, or related field; CFP Board program preferred.
• Expected graduation between December 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Must complete assessments and a digital video interview within 5 days of link receipt.
• Must be able to commute to the selected office; relocation not provided.
• Interest in financial planning and wealth management operations.
• Proficient in Microsoft Office; comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication and team orientation.
• Knowledge of financial industry and products.

Responsibilities

• Support advisory team with financial plan drafting, meeting prep, note-taking, and CRM follow-up tasks.
• Learn core financial planning concepts including investments, insurance, taxation, estate planning, and portfolio components.
• Observe workflows, participate in meetings, aid communications and cross-team coordination.
• Gain proficiency with the firm’s technology stack, planning software, and custodial platforms.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects.

Skills

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Financial services knowledge

Education

Bachelor’s or Master’s degree in financial planning, finance, business

CFP Board Registered Program enrollment preferred

Tools

Microsoft Office

CRM software

Planning software

Job description

Job Description Summary:

Program Dates: June 8 – August 13, 2027 (10 weeks)
Focus Partners is seeking motivated students for the position of Advisory Team Associate (ATA) intern on our wealth management teams. The ATA intern role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations.
This role plays a key part in supporting the overall advisory experience, partnering closely with Associate Wealth Advisors and fellow team members. ATA interns gain meaningful hands‑on experience and build strong foundation in core financial planning skills within a collaborative, client-focused environment.
Interns in this position will work on-site 4-5 days per week.

Job Description:

Primary Responsibilities

• Support the advisory team by assisting with financial plan drafting, meeting preparation, note-taking, and follow-up tasks in the CRM.
• Learn core financial planning concepts, including investments, insurance, taxation, estate planning, and portfolio components, while conducting basic research and analysis.
• Support team activities by observing workflows, participating in internal meetings, and assisting with communications, service requests, and cross-team coordination as needed.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms, helping maintain accurate data and workflow processes.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects that enhance the overall advisory experience.

Qualifications

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, business, or a related field; enrollment in a CFP Board Registered Program is preferred.
• Expected graduation date between December 2027 and Spring 2028.
• Candidates must have permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview as part of the application process within 5 days of receiving the link. Note: Youwill need to complete a new digital video interview for each position/location you apply to.
• Ability to work and commute out of selected office; relocation assistance is not provided.
• Interest in financial planning and the internal operations of a wealth management firm.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills.
• Team-orientated approach.
• Knowledge of financial industry, financial products, and financial planning concepts.

This position is a non-exemptposition. The base pay for this role is expected to be $20/hr. Actual base pay may 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. Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.comor follow the company on LinkedIn.