Advisory Team Associate Intern (Summer 2027)

Job Description Summary:

Program Dates: June 8 August 13 2027 (10 weeks)

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 clients 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.

The Focus internship program combines meaningful work experience with onboarding and training mentorship executive speaker sessions firmwide networking social and community engagement opportunities formal performance feedback and priority consideration for a full-time Advisory Team Associate role based on performance and business needs.

Interns in this position will work on-site 4-5 days per week.

Job Description:

Primary 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 firms 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.

Qualifications

• Currently pursuing a bachelors or masters degree in financial planning finance business or a related field; enrollment in a CFP Board Registered Program is preferred.
• Expected graduation date between December 2027 and Spring 2028.
• Candidates must have permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview as part of the application process within 5 days of receiving the link. Note: Youwill need to complete a new digital video interview for each position/location you apply to.
• Ability to work and commute out of selected office; relocation assistance is not provided.
• Interest in financial planning and the internal operations of a wealth management firm.
• Proficient in Microsoft Office (Excel Outlook Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills.
• Team-orientated approach.
• Knowledge of financial industry financial products and financial planning concepts.

This position is a non-exempt position. 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 applicants skill set. Please note that the job title is subject to change based on the selected candidates experience and education.

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. To learn more about Focus visit or follow the company on LinkedIn .

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company on LinkedIn .

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Required Experience:

Intern