Advisory Team Associate Intern (Summer 2027)

Focus Partners; Bellevue (WA); Sur place; USD 8 000 - 10 000; Plein temps

Résumé du poste

Focus Partners invites motivated students to join as Advisory Team Associate (ATA) interns on our wealth management teams. You’ll assist with financial plan drafting, meetings, and CRM follow‑ups, while learning core planning concepts and gaining hands‑on experience in a collaborative advisor environment.

This 10‑week program includes onboarding, mentorship, executive speaker sessions, firmwide networking, and performance feedback, with priority consideration for a full‑time role based on

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or a related field.
• Expected graduation date between December 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview within 5 days of receiving the link.
• Ability to work on-site; relocation assistance not provided.
• Interest in financial planning and 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‑oriented approach.
• Knowledge of financial industry, financial products, and financial planning concepts.

Responsabilités

• 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.
• Support team activities by observing workflows and assisting with communications and cross‑team coordination.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms.
• Contribute to administrative tasks, billing support, and compliance processes.

Connaissances

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Interest in financial planning

Microsoft Office proficiency

Formation

Bachelor’s or Master’s in financial planning/finance/business

Outils

CRM systems

Planning software

Custodian platforms

Description du poste

Job Description Summary

Program Dates: June 8 – August 13, 2027 (10 weeks)

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.

The Focus internship program combines meaningful work experience with onboarding and training, mentorship, executive speaker sessions, firmwide networking, social and community engagement opportunities, formal performance feedback, and priority consideration for a full‑time Advisory Team Associate role based on performance and business needs.

Interns in this position will work on‑site 4-5 days per week.

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: You will 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‑exempt position.

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.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

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