Private Client Group Summer Internship - Wealth Management

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

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.