Wealth Advisory Intern – Summer 2027 (Onsite)

Focus Partners Wealth; Southlake (TX); Hybrid; USD 23,000 - 32,000; Full time

Job summary

Focus Partners Wealth invites motivated students to join as Advisory Team Associate interns for Summer 2027 in Southlake, TX. This 10-week program runs June 8–August 13, 2027, and combines hands-on wealth planning experience with onboarding, mentorship, and firm-wide networking.

Interns work onsite 4–5 days per week, supporting advisory tasks, learning core financial planning concepts, and gaining exposure to investments, taxes, estate planning, and portfolio components.

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field; CFP program preferred.
• Expected graduation between Dec 2027 and Spring 2028.

Responsibilities

• Support advisory team with financial plan drafting, meeting prep, note-taking, and follow-up tasks in the CRM.
• Learn core financial planning concepts including investments, insurance, taxation, estate planning, and portfolio components.
• Assist with workflows, internal meetings, communications, service requests, and cross-team coordination.
• Gain proficiency with the firm’s planning software, CRM, and custodian platforms; maintain accurate data and workflows.
• Participate in administrative tasks, billing support, and compliance processes.

Skills

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Strong communication skills

Education

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

CFP Board Registered Program preferred

Tools

Microsoft Office

CRM software

Job description

Focus Partners Wealth invites motivated students to join as Advisory Team Associate interns for Summer 2027 in Southlake, TX. This 10-week program runs June 8–August 13, 2027, and combines hands-on wealth planning experience with onboarding, mentorship, and firm-wide networking.

Interns work onsite 4–5 days per week, supporting advisory tasks, learning core financial planning concepts, and gaining exposure to investments, taxes, estate planning, and portfolio components.