Wealth Planning Intern: Finance & Clients
Listed on 2026-10-06
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Finance & Banking
Business Internship, Finance Assistant, Wealth Management
Focus Partners Wealth LLC is offering an Advisory Team Associate intern position for a student pursuing a degree in financial planning, finance, or business. The role supports the advisory team with drafting financial plans, meeting prep, and CRM tasks, while learning core planning concepts and gaining hands-on experience in a collaborative setting.
The internship runs June 8–August 13, 2027 (10 weeks) with on-site work 4–5 days per week. Base pay is $20/hr; CFP program is preferred and U.S.
This role, Wealth Planning Intern:
Learn Finance & Help Clients at LE0123 Focus Partners Wealth LLC, could be your next move.
Learn more about the Wealth Planning Intern:
Learn Finance & Help Clients role in the description above.
We appreciate your interest in this position.
Join LE0123 Focus Partners Wealth LLC and contribute to our ongoing work.
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