Summer Advisory Team Intern: Finance Planning & Data

Focus Partners; Boston (MA); Sur place; USD 23 000 - 32 000; Plein temps

Résumé du poste

Focus Partners offers a paid internship in Boston to support the advisory team with financial plan drafting, meeting prep, and CRM follow-up. You'll learn core financial planning concepts such as investments, insurance, taxation, and portfolio components while conducting basic research and analysis.

You will gain proficiency with our planning software, CRM, and custodian platforms, while supporting administrative tasks, billing, and compliance processes.

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field; CFP Board Registered Program enrollment preferred.
• Expected graduation date between December 2027 and Spring 2028.
• Candidates must have permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview within 5 days of receiving the link.
• Ability to work and commute out of selected office; relocation assistance is not provided.
• Interest in financial planning and internal operations of a wealth management firm.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills; team-oriented.
• Knowledge of financial industry, products, and planning concepts.

Responsabilités

• Assist the advisory team with financial plan drafting, meeting prep, note-taking, and CRM follow-up tasks.
• Learn core financial planning concepts and conduct basic research/analysis.
• Support team activities by observing workflows, joining internal meetings, and aiding communications and cross-team coordination.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms, maintaining accurate data and workflows.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects.

Connaissances

Financial planning concepts

Microsoft Office

Analytical skills

Attention to detail

Interpersonal communication

Team oriented

Research and analysis

CRM familiarity

Client service awareness

Formation

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

Enrollment in CFP Board Registered Program (preferred)

Outils

CRM software

Planning software

Custodian platforms

Description du poste

Focus Partners offers a paid internship in Boston to support the advisory team with financial plan drafting, meeting prep, and CRM follow-up. You'll learn core financial planning concepts such as investments, insurance, taxation, and portfolio components while conducting basic research and analysis.

You will gain proficiency with our planning software, CRM, and custodian platforms, while supporting administrative tasks, billing, and compliance processes.