Advisory Team Associate Intern jobs in United States
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Focus Financial Partners · 2 hours ago

Advisory Team Associate Intern

positionBellevue, WA
timeInternship
remoteOnsite
seniorityIntern
money$20/hr - $20/hr

Focus Partners Wealth is seeking motivated students for the position of Advisory Team Associate (ATA) intern on our wealth management teams. This role plays a key part in supporting the overall advisory experience, partnering closely with Associate Wealth Advisors and fellow team members.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth OpportunitiesbadNo H1Bnote

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 firm’s 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

Qualification

Financial planning conceptsMicrosoft OfficeAnalytical skillsFinancial industryInterpersonal communicationTeam-oriented approach

Required

Current students pursuing a bachelor's or master's degree from a CFP Board Registered Program
Expected graduation date between December 2026 and Spring 2027
Successfully complete assessments within 5 days of receiving the link
Ability to work and commute out of FPW's Bellevue, WA office; relocation assistance is not provided
Candidates must have permanent authorization to work in the U.S
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

Company

Focus Financial Partners

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
dateFounded in 2006
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://focusfinancialpartners.com

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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Recent News

Pulse 2.0
Jump And Focus Financial Partners Team Up On AI Workflows To Boost Advisor Productivity
2026-01-23
Morningstar.com
Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI
2026-01-22
GlobeNewswire
Focus Financial Partners Selects VRGL to Help Standardize and Scale the Prospect and Client Engagement Process
2026-01-15
Company data provided by crunchbase