Wealth Planning Intern — Learn, Draft & Support

CFP Board of Standards Inc.; Southlake (TX); Hybrid; USD 28,000 - 32,000; Full time

Job summary

Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams. The internship runs June 8–August 13, 2027 (10 weeks).

Interns work on-site 4-5 days per week, supporting planning-centric client service and gaining hands-on experience in wealth planning. Responsibilities include assisting with financial plan drafting, meeting prep, CRM tasks, and learning core financial planning concepts while observing workflows and coordinating across

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, business, or related field
• Enrollment in a CFP Board Registered Program is preferred
• Permanent authorization to work in the U.S. required
• Must complete required assessments and a digital video interview within 5 days of linking
• Willing to work on-site; relocation assistance not provided

Responsibilities

• Assist with financial plan drafting, meeting prep, note-taking, and CRM follow-up
• Learn core financial planning concepts and portfolio components
• Observe workflows, participate in internal meetings, and assist with communications and service requests
• Gain proficiency with the firm’s planning software, technology stack, and custodian platforms
• Support administrative tasks, billing, compliance, and cross-functional projects

Skills

Analytical skills

Interpersonal communication

Team-oriented

Attention to detail

Learning new systems

Adaptability

Education

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

CFP Board Registered Program preferred

Tools

Microsoft Office

Job description

Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams. The internship runs June 8–August 13, 2027 (10 weeks).

Interns work on-site 4-5 days per week, supporting planning-centric client service and gaining hands-on experience in wealth planning. Responsibilities include assisting with financial plan drafting, meeting prep, CRM tasks, and learning core financial planning concepts while observing workflows and coordinating across