Wealth Advisory Fellow (Summer Cohort)

Focus Partners; Chicago (IL); On-site; USD 56,000 - 69,000; Full time

Benefits offered by this job

Medical Insurance

401(k)

Annual Bonus

Job summary

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This structured program builds the next generation of Associate Wealth Advisors through dedicated financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and milestone-based assessments.

ATAs will work on-site 3–5 days per week with Wealth Advisors and other colleagues.

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or related field.
• Expected graduation between December 2026 and Spring 2027.
• Enrollment in CFP Board Registered Program (Preferred).
• Foundational exposure to financial planning, investments, or wealth management via coursework or internships.
• U.S. work authorization essential; ability to obtain Series 65 within program timeline.

Responsibilities

• Actively participate in cohort program experience with curriculum, coaching, and milestone assessments.
• Apply program learning through supervised client-service and financial-planning assignments.
• Gather and analyze client financial information and draft financial plans.
• Assist with client meeting prep, agendas, notes, and follow-up.
• Identify planning gaps and elevate matters needing advisor guidance.
• Develop knowledge of investments, retirement, tax, estate planning, insurance, and portfolio construction.
• Coordinate with client service, investment, tax, estate, and other professionals to support client needs.

Skills

Analytical skills

Interpersonal communication

Team-oriented

Detail-oriented

Education

Bachelor's or Master's in related field

Tools

Microsoft Office

Job description

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This structured program builds the next generation of Associate Wealth Advisors through dedicated financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and milestone-based assessments.

ATAs will work on-site 3–5 days per week with Wealth Advisors and other colleagues.