Wealth Planning Intern: Advisory Team

Focus Financial Partners; Atlanta (GA); Vor Ort; USD 23.000 - 32.000; Vollzeit

Zusammenfassung

Focus Partners is seeking motivated students for the Advisory Team Associate internship on our wealth management teams. This 10‑week program runs June 8–August 13, 2027.

Interns work on-site 4–5 days per week and gain hands-on experience in financial planning, client service, and team collaboration under senior guidance. The role offers onboarding, mentorship, executive speaker sessions, firmwide networking, and potential consideration for a full-time Advisory Team Associate role based on

Qualifikationen

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or a related field; CFP Board Registered Program preferred.
• Expected graduation between December 2027 and Spring 2028.
• Authorized to work in the U.S. permanently.

Aufgaben

• Assist with financial plan drafting, meeting preparation, note-taking, and CRM follow-up tasks.
• Learn core financial planning concepts including investments, insurance, taxation, estate planning, and portfolio components.
• Support team activities by observing workflows, attending internal meetings, and assisting with communications and cross-team coordination.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms.
• Contribute to administrative tasks, billing support, and compliance processes.

Kenntnisse

Financial planning concepts

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Microsoft Office (Excel, Outlook, Word

Ausbildung

Bachelor's or Master's in Finance/Business/Financial Planning

CFP Board Registered Program preferred

Tools

MS Excel

Outlook

Word

Jobbeschreibung

Focus Partners is seeking motivated students for the Advisory Team Associate internship on our wealth management teams. This 10‑week program runs June 8–August 13, 2027.

Interns work on-site 4–5 days per week and gain hands-on experience in financial planning, client service, and team collaboration under senior guidance. The role offers onboarding, mentorship, executive speaker sessions, firmwide networking, and potential consideration for a full-time Advisory Team Associate role based on