Private Client Group Intern (Summer 2027)

Focus Financial Partners; Dallas (TX); On-site; USD 29,000 - 40,000; Full time

Job summary

SCS, Focus Partners Family Office and OCIO is seeking interested students for its Private Client Group (PCG) Summer Internship in Dallas. The role offers hands-on exposure to wealth management, mentorship, and potential full-time consideration after performance.

Interns work on-site 5 days per week, with a base pay of $25/hr. Applicants should be pursuing finance/economics/business degrees and be prepared for a rigorous, client-focused environment.

Qualifications

• Pursuing a bachelor’s or master’s in finance, economics, business, or related field.
• Expected graduation between December 2027 and Spring 2028.
• Preferred GPA of 3.5+.
• Aptitude for learning complex financial concepts.
• Excellent verbal and written communication skills.
• Proficiency with MS Office tools listed above.
• Authorized to work in the U.S. on a permanent basis.

Responsibilities

• Preparing client meeting presentations.
• Preparing, reviewing, and confirming trading and other investment activity.
• Operational account administration.
• Monitoring portfolios against asset allocation targets.
• Coordinating with accountants and estate attorneys.
• Assisting with real-time client inquiries and requests.

Skills

Strong communication skills

Team oriented

Strong work ethic

Attention to detail

Ability to prioritize tasks

Education

Bachelor's or master's in finance/economics/business

Expected graduation Dec 2027 - Spring 2028

Tools

MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)

Job description

Job Description Summary

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

SCS, Focus Partners Family Office and OCIO is seeking interested students for its Private Client Group (PCG) Summer Internship. This internship will provide students with the opportunity to learn and participate in all facets of the wealth management industry, working directly with our advisors to help support our clients. We are seeking candidates who are well-organized, energetic, and team oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

SCS is a fiduciary wealth and investment management firm that manages over $60bn in assets for some of the world's most ambitious wealth creators. Read more about SCS below.

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 Client Advisor role based on performance and business needs.

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

Job Description

Primary Responsibilities

• Preparing client meeting presentations
• Preparing/reviewing/confirming trading and other investment activity
• Operational account administration
• Monitoring portfolios against asset allocation targets
• Working on ad-hoc projectsCoordinating with accountants and estate attorneys
• Assisting with real-time client inquiries and requests as they arrive

Interns will also have opportunities to shadow senior members of the Private Client Group throughout the summer and listen in on external conversations, including calls and meetings with accountants, attorneys, and business managers. The internship will include educational sessions with the senior leadership team and opportunities to receive informal mentoring and insight from leaders in wealth management.

Qualifications

• Currently pursuing a bachelor's or master's degree in finance, economics, business, or a related field
• Expected graduation date between December 2027 and Spring 2028
• Preferred GPA of 3.5+
• Aptitude for learning complex financial and investment concepts
• Excellent verbal and written communication skills
• Strong attention to detail and ability to follow through on projects effectively
• Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)
• Ability to work and commute out of SCS's Dallas office
• Team-oriented mindset and propensity for partnership and collaboration
• 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

This is a non-exempt position. The base pay for this role is expected to be $25/hr. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, work location, and the applicant's skill set.

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators-ultra-high-net-worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi-generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi-asset class portfolio management, access to private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white-glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.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.

Rhode Island Applicants

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