Wealth Planning Advisory Intern

Focus Financial Partners; Southlake (TX); Sur place; USD 23 000 - 32 000; Plein temps

Résumé du poste

Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams in the United States. The role runs June 8 – August 13, 2027 (10 weeks) and involves on‑site work 4–5 days per week, supporting financial plan drafting, meetings, and CRM tasks under supervision.

You will learn core financial planning concepts, work with Associates, and gain exposure to investments, insurance, taxation, estate planning, and portfolio components in a

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field; CFP Board Registered Program preferred.
• Expected graduation 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.
• Ability to work and commute from selected office; relocation not provided.
• Interest in financial planning and wealth management operations.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication and teamwork.
• Knowledge of financial industry and planning concepts.

Responsabilités

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

Connaissances

Financial planning concepts

Analytical skills

Interpersonal communication

Team‑oriented

MS Office

Formation

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

CFP Board Registered Program enrollment preferred

Outils

CRM systems

Microsoft Office

Description du poste

Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams in the United States. The role runs June 8 – August 13, 2027 (10 weeks) and involves on‑site work 4–5 days per week, supporting financial plan drafting, meetings, and CRM tasks under supervision.

You will learn core financial planning concepts, work with Associates, and gain exposure to investments, insurance, taxation, estate planning, and portfolio components in a