Advisory Team Associate Intern jobs in United States
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Focus Partners Wealth · 3 hours ago

Advisory Team Associate Intern

positionChicago, IL
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 their 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 while gaining hands-on experience in financial planning.

ConsultingFinancial Services
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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 skillsCRM proficiencyInterpersonal communicationFinancial industryTeam-oriented approachAttention to detail

Preferred

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 Chicago 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 Partners Wealth

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
dateFounded in 1986
location
Los Angeles, California, USA
people-size1001-5000 employees
web-link
http://thecolonygroup.com

Funding

Current Stage
Late Stage

Leadership Team

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Craig S Jones
Managing Director, Rocky Mountain Region
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Recent News

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