Wealth Planning Intern, Advisory Team

LE0123 Focus Partners Wealth LLC; Southlake (TX); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Mentorship program

Executive speaker sessions

Networking opportunities

Performance feedback

Priority for full-time role

Job summary

Focus Partners Wealth LLC in Southlake, TX seeks an Advisory Team Associate intern for a 10-week program from June 8 to August 13, 2027. You will assist wealth advisors with financial planning tasks, client prep, and research in a collaborative, client-focused environment.

This non-exempt internship offers hands-on learning, mentorship, executive speaker sessions, and performance feedback, with on-site work 4-5 days per week and potential path to a full-time role based on performance and

Qualifications

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field.
• Enrollment in CFP Board Registered Program preferred.
• Expected graduation date between December 2027 and Spring 2028.

Responsibilities

• Support advisory team with financial plan drafting and meeting prep.
• Observe workflows and assist with communications and service requests.
• Learn planning concepts across investments, insurance, taxation, estate planning.
• Gain proficiency with the firm’s technology stack and CRM
• Assist with administrative tasks and cross-functional projects.

Skills

Analytical skills

Interpersonal communication

Team oriented

Microsoft Office

Interest in financial planning

Education

Pursuing bachelor’s or master’s degree in financial planning/finance/business

CFP Board Registered Program preferred

Expected graduation Dec 2027–Spring 2028

Tools

CRM software

Planning software

Custodian platforms

Job description

Focus Partners Wealth LLC in Southlake, TX seeks an Advisory Team Associate intern for a 10-week program from June 8 to August 13, 2027. You will assist wealth advisors with financial planning tasks, client prep, and research in a collaborative, client-focused environment.

This non-exempt internship offers hands-on learning, mentorship, executive speaker sessions, and performance feedback, with on-site work 4-5 days per week and potential path to a full-time role based on performance and