Focus Financial Partners

Advisory Team Associate Intern

Focus Financial Partners

2 months ago
Bellevue, WA
Onsite
Internship
Intern
1 applicant
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Focus Financial Partners
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About this role

The Advisory Team Associate (ATA) internship at Focus Partners Wealth is a 10-week program providing hands-on experience supporting planning-centric wealth management teams. Interns work alongside Associate Wealth Advisors to learn core financial planning concepts and contribute to the advisory experience in a client-focused environment. Exceptional interns may be considered for full-time roles after graduation.

Skills

Qualifications

Bachelor's Degree (in progress)Master's Degree (in progress)CFP Board Registered Program
Focus Financial Partners

About Focus Financial Partners

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.

About Focus Financial Partners

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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