Advisory Team Intern — Wealth Planning Insights
Focus Partners
Focus Partners in Needham, MA is offering a 10-week, non-exempt summer internship in financial planning. Students will assist the advisory team with financial plan drafting, meeting prep, and CRM follow-up while learning investments, insurance, taxation, and estate planning concepts. The role emphasizes data accuracy, cross-team coordination, and exposure to planning software and custodian platforms. Completion of assessments may be required as part of the process. #J-18808-Ljbffr Focus Partners
Vacancy posted 1 day ago
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