Wealth Planning Intern — Advisory Team

LE0123 Focus Partners Wealth LLC

Atlanta (GA)

On-site

USD 28,000 - 33,000

Part time

3 days ago

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Job summary

Focus Partners Wealth LLC in Atlanta is seeking motivated students for the Advisory Team Associate internship. You will assist with financial plan drafting, meeting prep, and note-taking while learning core planning concepts and the firm’s technology stack.

This program includes training, mentorship, and potential for full-time advancement, with an on-site schedule of 4-5 days per week. The role targets students in financial planning/finance fields with a December 2027–Spring 2028 graduation

Qualifications

Pursuing bachelor’s or master’s in financial planning or related field; CFP 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.
Must work on-site; relocation not provided.
Interest in financial planning and wealth-management operations.
Proficient in Microsoft Office; comfortable learning new systems.
Strong analytical and interpersonal communication skills; team-oriented.

Responsibilities

Assist with financial plan drafting and meeting preparation.
Learn core financial planning concepts including investments and estate planning.
Support communications, service requests, and cross-team coordination.
Gain proficiency with the firm’s technology stack and planning software.
Support billing, compliance processes, and cross-functional projects.