Advisory Team Associate Intern (Summer 2027)

CFP Board of Standards Inc.; Southlake (TX); Hybrid; USD 28,000 - 32,000; Full time

Job summary

Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams. The internship runs June 8–August 13, 2027 (10 weeks).

Interns work on-site 4-5 days per week, supporting planning-centric client service and gaining hands-on experience in wealth planning. Responsibilities include assisting with financial plan drafting, meeting prep, CRM tasks, and learning core financial planning concepts while observing workflows and coordinating across

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field
• Enrollment in a CFP Board Registered Program is preferred
• Permanent authorization to work in the U.S. required
• Must complete required assessments and a digital video interview within 5 days of linking
• Willing to work on-site; relocation assistance not provided

Responsibilities

• Assist with financial plan drafting, meeting prep, note-taking, and CRM follow-up
• Learn core financial planning concepts and portfolio components
• Observe workflows, participate in internal meetings, and assist with communications and service requests
• Gain proficiency with the firm’s planning software, technology stack, and custodian platforms
• Support administrative tasks, billing, compliance, and cross-functional projects

Skills

Analytical skills

Interpersonal communication

Team-oriented

Attention to detail

Learning new systems

Adaptability

Education

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

CFP Board Registered Program preferred

Tools

Microsoft Office

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.