Private Client Group Internship - Wealth Advisory

Focus Financial Partners; Atlanta (GA); On-site; USD 28,000 - 40,000; Full time

Job summary

Focus Partners Family Office and OCIO is seeking a Summer Internship intern to support the Private Client Group in Atlanta. You will assist senior advisors with investment plans, client communications, and day-to-day portfolio activities.

The program runs 10 weeks, with on-site work five days per week, mentorship, and potential consideration for full-time client advisory roles based on performance.

Qualifications

• Pursuing bachelor's or master's in finance, economics, business, or related field.
• Expected graduation date between December 2027 and Spring 2028.
• Preferred GPA of 3.5+.
• Aptitude for learning complex financial concepts.
• Excellent verbal and written communication skills.

Responsibilities

• Assist senior team members in implementing and maintaining clients' investment/strategic plans.
• Prepare client meeting presentations.
• Review/confirm trading and investment activity.
• Perform operational account administration.
• Monitor portfolios against asset allocation targets.
• Collaborate with accountants and estate attorneys.
• Assist with real-time client inquiries and requests.

Skills

Strong communication

Attention to detail

Team oriented

Self-starter

Time management

Education

Pursuing Bachelor's or Master's in Finance/Economics/Business

Tools

MS Office proficiency

Job description

Focus Partners Family Office and OCIO is seeking a Summer Internship intern to support the Private Client Group in Atlanta. You will assist senior advisors with investment plans, client communications, and day-to-day portfolio activities.

The program runs 10 weeks, with on-site work five days per week, mentorship, and potential consideration for full-time client advisory roles based on performance.