Advisory Team Associate Intern
Focus Partners Wealth(8 days ago)
About this role
Focus Partners Wealth is seeking students for an Advisory Team Associate (ATA) internship supporting its wealth management teams. The ATA intern joins a planning-centric, client-focused team to gain hands-on experience in core financial planning and firm operations. The 10-week internship runs June 9–August 14, 2026, and strong performers may be considered for full-time roles after graduation.
Required Skills
- Financial Planning
- Client Support
- Microsoft Excel
- Research
- Communication
- Detail Orientation
- CRM
- Compliance
- Billing
- Portfolio Analysis
+2 more
Qualifications
- Bachelor's Degree (In Progress)
- Master's Degree (In Progress)
- CFP Registered Program
- U.S. Work Authorization
About Focus Partners Wealth
focusfinancialpartners.comFocus 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.
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