Wealth Planning Intern — Advisory Team

LE0123 Focus Partners Wealth LLC

Chicago (IL)

On-site

USD 23,000 - 32,000

Full time

4 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Job summary

Focus Partners is seeking motivated students for the Advisory Team Associate internship in Chicago. The ATA interns will assist with financial plan drafting, meeting prep, and CRM tasks while learning core financial planning concepts such as investments, taxation, and estate planning.

You will work 4-5 days per week on-site, gain hands-on experience, and participate in training, mentorship, and firmwide networking opportunities.

Qualifications

Currently pursuing a bachelor’s or master’s degree in financial planning, finance, business, or a related field; enrollment in a CFP Board Registered Program is 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 the link.

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.