Advisory Team Associate Intern

Focus Partners Wealth(8 days ago)

Boston, MAOnsiteInternshipIntern$40,000 - $40,000Wealth Management

About this role

The Advisory Team Associate (ATA) intern at Focus Partners Wealth is a 10-week summer internship supporting planning-centric wealth management teams. The role provides hands-on exposure to core financial planning concepts, firm technology, and client-focused advisory workflows while working alongside Associate Wealth Advisors. Interns build foundational skills in financial planning and may be considered for full-time positions after graduation.

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Required Skills

Financial Planning
Research
Analysis
CRM
Excel
Communication
Compliance
Billing
Teamwork
Estate Planning

+2 more

Qualifications

Bachelor's Degree
Master's Degree
CFP Board Registered Program

About Focus Partners Wealth

focusfinancialpartners.com

Focus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.