Wealth Advisory Intern - Planning & Client Impact

Focus Financial Partners; Bellevue (WA); On-site; USD 23,000 - 32,000; Full time

Job summary

Focus Partners is seeking motivated students for an Advisory Team Associate (ATA) intern on our wealth management teams in Bellevue, WA. The on-site 10-week program runs June 8–August 13, 2027, with mentorship, training, and networking.

Interns will work 4–5 days on-site and gain hands-on experience in financial planning and client service. The role offers exposure to investments, insurance, taxation, estate planning, and portfolio components while supporting advisors and cross‑team projects.

Qualifications

• Pursuing bachelor’s or master’s in financial planning/finance/business; CFP Board program preferred.
• Graduation expected between Dec 2027 and Spring 2028.
• Must have permanent work authorization in the U.S.
• Must complete required assessments and a digital video interview within 5 days of link receipt.
• Must be able to work on-site with no relocation support.

Responsibilities

• Assist advisory team with financial plan drafting, meeting prep, note-taking, and follow-up in the CRM.
• Learn core financial planning concepts including investments, insurance, taxation, estate planning, and portfolio components.
• Support team through observing workflows, attending meetings, and helping with communications and cross-team coordination.
• Get proficient with the firm’s technology stack, planning software, and custodian platforms; maintain data accuracy.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects.

Skills

Analytical skills

Interpersonal communication

Team oriented

Attention to detail

Education

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

Tools

Microsoft Office

Job description

Focus Partners is seeking motivated students for an Advisory Team Associate (ATA) intern on our wealth management teams in Bellevue, WA. The on-site 10-week program runs June 8–August 13, 2027, with mentorship, training, and networking.

Interns will work 4–5 days on-site and gain hands-on experience in financial planning and client service. The role offers exposure to investments, insurance, taxation, estate planning, and portfolio components while supporting advisors and cross‑team projects.