Wealth Planning Intern – Advisory Team

Focus Partners; Bellevue (WA); On-site; USD 11,021,000 - 13,776,000; Full time

Job summary

Focus Partners invites motivated students to join as Advisory Team Associate (ATA) interns on our wealth management teams. You’ll assist with financial plan drafting, meetings, and CRM follow‑ups, while learning core planning concepts and gaining hands‑on experience in a collaborative advisor environment.

This 10‑week program includes onboarding, mentorship, executive speaker sessions, firmwide networking, and performance feedback, with priority consideration for a full‑time role based on

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or a related field.
• Expected graduation date between December 2027 and Spring 2028.
• Permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview within 5 days of receiving the link.
• Ability to work on-site; relocation assistance 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.
• Team‑oriented approach.
• Knowledge of financial industry, financial products, and financial planning concepts.

Responsibilities

• Support the advisory team by assisting with financial plan drafting, meeting preparation, note‑taking, and follow‑up tasks in the CRM.
• Learn core financial planning concepts, including investments, insurance, taxation, estate planning, and portfolio components.
• Support team activities by observing workflows 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.

Skills

Analytical skills

Attention to detail

Interpersonal communication

Team-oriented

Interest in financial planning

Microsoft Office proficiency

Education

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

Tools

CRM systems

Planning software

Custodian platforms

Job description

Focus Partners invites motivated students to join as Advisory Team Associate (ATA) interns on our wealth management teams. You’ll assist with financial plan drafting, meetings, and CRM follow‑ups, while learning core planning concepts and gaining hands‑on experience in a collaborative advisor environment.

This 10‑week program includes onboarding, mentorship, executive speaker sessions, firmwide networking, and performance feedback, with priority consideration for a full‑time role based on