Wealth Planning Intern – Advisory Team

CFP Board of Standards Inc.; Atlanta, Northern (GA, KY); Hybrid; USD 42,000 - 43,000; Full time

Job summary

Focus Partners seeks an Advisory Team Associate intern to support the wealth management advisory team with financial plan drafting, meeting prep, and CRM tasks. You will learn core planning concepts while assisting with research, workflow coordination, and client communications in a collaborative environment.

The role is on-site 4–5 days per week during a 10-week program, with base pay of $20/hr and a focus on hands-on experience in financial planning and advisory operations.

Qualifications

• Pursuing a bachelor’s or master’s in financial planning, finance, business, or related field; CFP Board program preferred.
• Expected graduation between December 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Must complete assessments and a digital video interview within 5 days of link receipt.
• Must be able to commute to the selected office; relocation not provided.
• Interest in financial planning and wealth management operations.
• Proficient in Microsoft Office; comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication and team orientation.
• Knowledge of financial industry and products.

Responsibilities

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

Skills

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Financial services knowledge

Education

Bachelor’s or Master’s degree in financial planning, finance, business

CFP Board Registered Program enrollment preferred

Tools

Microsoft Office

CRM software

Planning software

Job description

Focus Partners seeks an Advisory Team Associate intern to support the wealth management advisory team with financial plan drafting, meeting prep, and CRM tasks. You will learn core planning concepts while assisting with research, workflow coordination, and client communications in a collaborative environment.

The role is on-site 4–5 days per week during a 10-week program, with base pay of $20/hr and a focus on hands-on experience in financial planning and advisory operations.