Wealth Planning Intern, Advisory Team

Focus Partners Wealth; Boston, Northern (MA, KY); Hybrid; USD 23,000 - 32,000; Full time

Job summary

Focus Partners Wealth seeks motivated students for the Advisory Team Associate internship on our wealth management teams. The 10-week program runs June 8 to August 13, 2027 and offers hands-on experience drafting financial plans, meeting prep, and client service in a collaborative, client-focused environment.

On-site work 4-5 days per week, mentorship, trainings, executive speaker sessions, and a path to a full-time ATA role based on performance are part of the program.

Qualifications

• Currently 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. required.
• Ability to complete required assessments and a digital video interview within 5 days of link.
• Must be able to work on-site; 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.

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, while conducting basic research and analysis.
• Support team activities by observing workflows, participating in internal meetings, and assisting with communications, service requests, and cross-team coordination as needed.
• Gain proficiency with the firm’s technology stack, planning software, and custodian platforms, helping maintain accurate data and workflow processes.
• Contribute to administrative tasks, billing support, compliance processes, and cross-functional projects that enhance the overall advisory experience.

Skills

Analytical thinking

Interpersonal communication

Teamwork

Attention to detail

Microsoft Office proficiency

Education

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

CFP Board Registered Program (preferred)

Tools

CRM software

Planning software

Custodian platforms

Job description

Focus Partners Wealth seeks motivated students for the Advisory Team Associate internship on our wealth management teams. The 10-week program runs June 8 to August 13, 2027 and offers hands-on experience drafting financial plans, meeting prep, and client service in a collaborative, client-focused environment.

On-site work 4-5 days per week, mentorship, trainings, executive speaker sessions, and a path to a full-time ATA role based on performance are part of the program.