Advisory Team Associate Intern (Summer 2027)

Focus Financial Partners; Southlake (TX); Presencial; USD 23 000 - 32 000; Tempo integral

Resumo da oferta

Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams in the United States. The role runs June 8 – August 13, 2027 (10 weeks) and involves on‑site work 4–5 days per week, supporting financial plan drafting, meetings, and CRM tasks under supervision.

You will learn core financial planning concepts, work with Associates, and gain exposure to investments, insurance, taxation, estate planning, and portfolio components in a

Qualificações

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field; CFP Board Registered Program preferred.
• Expected graduation between December 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Ability to complete assessments and a digital video interview within 5 days of link.
• Ability to work and commute from selected office; relocation not provided.
• Interest in financial planning and wealth management operations.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication and teamwork.
• Knowledge of financial industry and planning concepts.

Responsabilidades

• Support advisory team by assisting with financial plan drafting, meeting prep, note‑taking, and CRM follow‑up.
• Learn core financial planning concepts including investments, insurance, taxation, estate planning, and portfolio components.
• Assist with communications, service requests, and cross‑team coordination.
• Gain proficiency with the firm’s technology stack and planning software.
• Contribute to administrative tasks, billing support, compliance processes, and cross‑functional projects.

Conhecimentos

Financial planning concepts

Analytical skills

Interpersonal communication

Team‑oriented

MS Office

Formação académica

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

CFP Board Registered Program enrollment preferred

Ferramentas

CRM systems

Microsoft Office

Descrição da oferta de emprego

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.

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: 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].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

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

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.