Wealth Advisory Intern: Plan, Analyze, Grow

LE0123 Focus Partners Wealth LLC; Clayton (MO); On-site; USD 55,104,000 - 59,512,000; Part time

Benefits offered by this job

Mentorship program

Executive speaker sessions

Firmwide networking

Performance feedback

Job summary

Focus Partners Wealth LLC seeks motivated students for the Advisory Team Associate intern role within its wealth management teams. The program offers onboarding, mentorship, executive speaker sessions, firmwide networking, and performance feedback, with on-site work 4-5 days a week.

Interns gain hands-on experience in financial planning concepts while supporting the advisory team, preparing financial plans, and handling CRM tasks.

Qualifications

• Pursuing bachelor’s or master’s in financial planning, finance, business, or related field; CFP Board Registered Program preferred.
• Expected graduation between Dec 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Must complete required assessments and a digital video interview within 5 days of link receipt.
• Relocation not provided; commuting to selected office is required.

Responsibilities

• Support advisory team with financial plan drafting, meeting prep, note-taking, and CRM follow-ups.
• Learn core financial planning concepts including investments, insurance, taxation, estate planning, and portfolio components.
• Observe workflows, participate in internal meetings, and assist with communications and service requests.

Skills

Financial planning concepts

Analytical skills

Microsoft Office

Team-oriented

Education

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

Tools

CRM

Planning software

Custodian platforms

Job description

Focus Partners Wealth LLC seeks motivated students for the Advisory Team Associate intern role within its wealth management teams. The program offers onboarding, mentorship, executive speaker sessions, firmwide networking, and performance feedback, with on-site work 4-5 days a week.

Interns gain hands-on experience in financial planning concepts while supporting the advisory team, preparing financial plans, and handling CRM tasks.