Advisory Team Intern — Wealth Planning Insights

Focus Partners; Needham (MA); Vor Ort; USD 40.000 - 43.000; Teilzeit

Zusammenfassung

Focus Partners in Needham, MA is offering a 10-week, non-exempt summer internship in financial planning. Students will assist the advisory team with financial plan drafting, meeting prep, and CRM follow-up while learning investments, insurance, taxation, and estate planning concepts.

The role emphasizes data accuracy, cross-team coordination, and exposure to planning software and custodian platforms. Completion of assessments may be required as part of the process.

Qualifikationen

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, business, or a related field; CFP Board Registered Program preferred.
• Expected graduation date between December 2027 and Spring 2028.
• Candidates must have permanent authorization to work in the U.S.

Aufgaben

• 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.

Kenntnisse

Interpersonal communication

Analytical skills

Team-oriented

Attention to detail

Ability to learn new systems

Ausbildung

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

Tools

Microsoft Office (Excel, Outlook, Word)

Jobbeschreibung

Focus Partners in Needham, MA is offering a 10-week, non-exempt summer internship in financial planning. Students will assist the advisory team with financial plan drafting, meeting prep, and CRM follow-up while learning investments, insurance, taxation, and estate planning concepts.

The role emphasizes data accuracy, cross-team coordination, and exposure to planning software and custodian platforms. Completion of assessments may be required as part of the process.