Advisory Team Associate Intern

Focus Partners Wealth(8 days ago)

Bellevue, WAOnsiteInternshipIntern$40,000 - $40,000Wealth Management

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.

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Required Skills

Financial Planning
Research
Analysis
CRM
Excel
Communication
Compliance
Billing Support
Portfolio Analysis
Estate Planning

+6 more

Qualifications

Bachelor's Degree (in progress)
Master's Degree (in progress)
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.