Private Client Group Internship — Wealth Management (Hybrid)

Focus Financial Partners; Boston (MA); Hybrid; USD 71,635,000 - 89,544,000; Full time

Job summary

Focus Financial Partners is offering a 10-week Summer Internship in its Private Client Group in Boston. The program runs June 8 – August 13, 2027, with a hybrid schedule of 3 days in office and up to 2 days remote per week.

Interns will learn asset management basics, support client relationships, and gain exposure to advisory processes. Base pay is $25 per hour, with formal onboarding, mentorship, and executive speaker sessions.

Qualifications

• Pursuing a bachelor’s or master’s degree in finance, economics, business, or related field.
• Expected graduation date between December 2027 and Spring 2028.
• Preferred GPA of 3.5+.
• Aptitude for learning deep intellectual 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 Boston 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.

Responsibilities

• The interns will assist senior team members to implement and maintain clients' investment and strategic plans.
• Coordinate the account opening and administration of client portfolios.
• Prepare client meeting presentations.
• Prepare/review/confirm trading and other investment activity.
• Monitor portfolios against asset allocation targets.
• Work on ad-hoc projects.
• Coordinate with accountants and estate attorneys.
• Assist with real-time client inquiries and requests.

Skills

Excellent verbal and written comms

Strong attention to detail

Team oriented mindset

Aptitude for learning complex concepts

Ability to commute to Boston office

Education

Bachelor’s or Master’s degree in finance/economics/business

Expected graduation Dec 2027–Spring 2028

Tools

MS Office: Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint

Job description

Focus Financial Partners is offering a 10-week Summer Internship in its Private Client Group in Boston. The program runs June 8 – August 13, 2027, with a hybrid schedule of 3 days in office and up to 2 days remote per week.

Interns will learn asset management basics, support client relationships, and gain exposure to advisory processes. Base pay is $25 per hour, with formal onboarding, mentorship, and executive speaker sessions.