Wealth Advisory Intern: Hands-On Planning & Mentorship

Focus Partners Wealth; Atlanta (GA); Hybrid; USD 25,000 - 30,000; Full time

Job summary

Focus Partners Wealth is seeking an Advisory Team Associate intern for the summer program in Atlanta. The role supports the advisory team with financial plan drafting, meeting prep, and CRM follow‑up, while learning investments, insurance, taxation, and estate planning.

You will gain hands-on experience across planning concepts and collaborate with wealth advisors in a client‑focused setting. Position requires pursuing a degree in financial planning or related field, with CFP Board Registered

Qualifications

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field; CFP Board Registered Program preferred.
• Expected graduation date between December 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Ability to complete assessments and a digital video interview within 5 days of link.

Responsibilities

• Support advisory team by assisting with financial plan drafting, meeting prep, note-taking, and CRM follow-up.
• Learn core financial planning concepts: investments, insurance, taxation, estate planning, portfolio components.
• Assist with communications, service requests, and cross-team coordination as needed.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms.
• Contribute to administrative tasks, billing support, and compliance processes.

Skills

Analytical skills

Interpersonal communication

Team-oriented

Microsoft Office

Attention to detail

Financial industry knowledge

Education

Bachelor’s or Master’s degree in finance or related field

CFP Board Registered Program enrollment preferred

Tools

CRM software

Planning software

Custodian platforms

Job description

Focus Partners Wealth is seeking an Advisory Team Associate intern for the summer program in Atlanta. The role supports the advisory team with financial plan drafting, meeting prep, and CRM follow‑up, while learning investments, insurance, taxation, and estate planning.

You will gain hands-on experience across planning concepts and collaborate with wealth advisors in a client‑focused setting. Position requires pursuing a degree in financial planning or related field, with CFP Board Registered