Summary
Location
Chicago
Type
internship
Are you the employer? Manage your company page directly.
About this role
Program Dates: June 9 – August 14, 2026 (10 weeks)
Position Summary
Focus Partners Wealth is seeking motivated students for the position of Advisory Team Associate (ATA) intern on our wealth management teams. The ATA intern role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations. This role plays a key part in supporting the overall advisory experience, partnering closely with Associate Wealth Advisors and fellow team members. ATA interns gain meaningful hands-on experience and build a strong foundation in core financial planning skills within a collaborative, client-focused environment.
Interns who demonstrate exceptional performance may be considered early for a full-time position following graduation.
Primary 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.
Preferred Qualifications
- 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.
This position is a non-exempt position. The base pay for this role is expected to be $20/hr. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Please note that the job title is subject to change based on the selected candidate’s experience and education.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Other facts
About Focus Financial Partners
Focus is an interdependent network of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus network includes wholly owned firms operated under the Focus Partners brand that reflect the company’s key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them to better serve their clients and advisors.
What you'll do
- The Advisory Team Associate Intern will support the advisory team by assisting with financial plan drafting, meeting preparation, and follow-up tasks. Interns will also learn core financial planning concepts and gain proficiency with the firm's technology stack.
Join Clera's Talent Pool
Get matched with similar opportunities at top startups
This role is hosted on Focus Financial Partners's careers site.
Join our talent pool first to get notified about similar roles that match your profile.