Advisory Team Associate Intern (Summer 2027)
About the role
Focus Partners is seeking motivated students for the position of Advisory Team Associate (ATA) intern on our wealth management teams. The ATA intern role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations. This role plays a key part in supporting the overall advisory experience, partnering closely with Associate Wealth Advisors and fellow team members. ATA interns gain meaningful hands-on experience and build strong foundation in core financial planning skills within a collaborative, client-focused environment. Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.
Schedule
Program Dates: June 8 – August 13, 2027 (10 weeks). Interns in this position will work on-site 4-5 days per week.
Pay
The base pay for this role is expected to be $20/hr. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
Benefits
- Meaningful work experience
- Onboarding and training
- Mentorship
- Executive speaker sessions
- Firmwide networking
- Social and community engagement opportunities
- Formal performance feedback
- Priority consideration for a full-time Advisory Team Associate role based on performance and business needs
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