Wealth Planning Intern, Advisory Team

LE0123 Focus Partners Wealth LLC; Bellevue (KY); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Mentorship program

Networking opportunities

Performance feedback

Job summary

Focus Partners is seeking motivated students for the Advisory Team Associate intern role on our wealth management teams. The 10-week program runs June 8–August 13, 2027, with on-site work 4–5 days per week and a strong emphasis on hands-on learning and mentorship.

You will support financial plan drafting, research core planning concepts, and engage in cross-team activities while gaining exposure to planning software and custodian platforms.

Qualifications

• Pursuing a bachelor’s or master’s in financial planning, finance, business, or related field; CFP Board Registered Program preferred.
• Expected graduation date between December 2027 and Spring 2028.
• Candidates must have permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview within 5 days of link.
• Note: A new digital video interview is required for each position/location.
• Ability to work and commute to selected office; relocation assistance is not provided.
• Interest in financial planning and internal operations of a wealth management firm.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills and team-oriented approach.
• Knowledge of financial industry, financial products, and planning concepts.

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, and assist with communications, service requests, and cross-team coordination.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms, maintaining data and workflows.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects.

Skills

Microsoft Office

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Education

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

CFP Board Registered Program preferred

Tools

CRM

Planning software

Custodian platforms

Job description

Focus Partners is seeking motivated students for the Advisory Team Associate intern role on our wealth management teams. The 10-week program runs June 8–August 13, 2027, with on-site work 4–5 days per week and a strong emphasis on hands-on learning and mentorship.

You will support financial plan drafting, research core planning concepts, and engage in cross-team activities while gaining exposure to planning software and custodian platforms.