Wealth Planning Advisory Intern: Hands-On Experience

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

Benefits offered by this job

Mentorship

Executive speaker sessions

Firmwide networking

Performance feedback

Job summary

Focus Partners Wealth seeks a motivated Advisory Team Associate intern for a 10-week summer program in St. Louis. You will support the advisory team with financial plan drafting, meetings, and CRM follow-up while learning core planning concepts.

The program includes onboarding, mentorship, executive speaker sessions, firmwide networking, and feedback, with strong opportunities for a full-time role based on performance and business needs.

Qualifications

• Seeking students pursuing a bachelor’s or master’s degree in financial planning, finance, or business.
• Enrollment in CFP Board Registered Program is preferred.
• Permanent authorization to work in the U.S. is required.

Responsibilities

• Assist with financial plan drafting, meeting prep, note-taking, and follow-up tasks in CRM.
• Learn core financial planning concepts (investments, insurance, taxation, estate planning).
• Support advisory team activities, participate in meetings, and assist with communications and coordination.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects.

Skills

Microsoft Office

Analytical skills

Interpersonal communication

Teamwork

Financial planning interest

Education

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

CFP Board Registered Program preferred

Tools

CRM software

Planning software

Custodian platforms

Job description

Focus Partners Wealth seeks a motivated Advisory Team Associate intern for a 10-week summer program in St. Louis. You will support the advisory team with financial plan drafting, meetings, and CRM follow-up while learning core planning concepts.

The program includes onboarding, mentorship, executive speaker sessions, firmwide networking, and feedback, with strong opportunities for a full-time role based on performance and business needs.