Wealth Planning Advisory Intern

Focus Partners; St. Louis (MO); On-site; USD 23,000 - 32,000; Part time

Job summary

Focus Partners is offering a 10-week internship in the wealth management advisory team for students pursuing finance and financial planning degrees. You will draft financial plans, prepare for meetings, and perform research while learning investments, insurance, taxation, and estate planning concepts.

You'll observe workflows, participate in internal meetings, and assist with communications and cross-team coordination.

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field.
• Enrollment in CFP Board Registered Program preferred.
• Expected graduation between Dec 2027 and Spring 2028.
• U.S. work authorization required.
• Must complete assessments and a digital video interview within 5 days.
• Willing to work from the selected office; relocation not provided.
• Interest in financial planning and wealth management operations.
• Proficient in Microsoft Office (Excel, Outlook, Word).
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills.
• Team-oriented approach.
• Knowledge of financial industry, products, and planning concepts.

Responsibilities

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

Skills

Interpersonal communication

Analytical skills

Attention to detail

Team oriented

MS Office proficiency

Education

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

CFP Board Registered Program (preferred)

Job description

Focus Partners is offering a 10-week internship in the wealth management advisory team for students pursuing finance and financial planning degrees. You will draft financial plans, prepare for meetings, and perform research while learning investments, insurance, taxation, and estate planning concepts.

You'll observe workflows, participate in internal meetings, and assist with communications and cross-team coordination.