Wealth Planning Intern: Learn Finance & Help Clients

LE0123 Focus Partners Wealth LLC

Boston (MA)

On-site

USD 23,000 - 32,000

Full time

3 days ago

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Job summary

Focus Partners Wealth LLC is offering an Advisory Team Associate intern position for a student pursuing a degree in financial planning, finance, or business. The role supports the advisory team with drafting financial plans, meeting prep, and CRM tasks, while learning core planning concepts and gaining hands-on experience in a collaborative setting.

The internship runs June 8–August 13, 2027 (10 weeks) with on-site work 4–5 days per week. Base pay is $20/hr; CFP program is preferred and U.S.

Qualifications

Pursuing a bachelor’s or master’s in financial planning, finance, business or related field; CFP program preferred.
Expected graduation Dec 2027–Spring 2028.
U.S. work authorization required.
Must complete digital video interview in the application process.
Relocation assistance not provided.
Interest in financial planning and wealth management operations.
Proficient in Microsoft Office; comfortable with new systems.
Strong analytical skills and attention to detail.
Excellent interpersonal communication; team-oriented.

Responsibilities

Support advisory team with financial plan drafting, meeting prep, notes, and CRM follow-up tasks.
Learn core financial planning concepts: investments, insurance, taxation, estate planning, portfolios.
Assist with communications, service requests, and cross-team coordination as needed.
Gain proficiency with the firm’s technology stack and planning software.
Contribute to administrative tasks, billing support, and compliance processes.