Wealth Planning Intern Draft & Support
Listed on 2026-10-06
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Finance & Banking
Business Internship
Focus Partners is seeking motivated students for the Advisory Team Associate (ATA) intern on our wealth management teams. The internship runs June 8–August 13, 2027 (10 weeks).
Interns work on-site 4-5 days per week, supporting planning-centric client service and gaining hands-on experience in wealth planning. Responsibilities include assisting with financial plan drafting, meeting prep, CRM tasks, and learning core financial planning concepts while observing workflows and coordinating across
This posting is for the Wealth Planning Intern — Learn, Draft & Support role at CFP Board of Standards Inc., based in Southlake, TX, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Intern — Learn, Draft & Support role in the description above.
We appreciate your interest in this position.
Join CFP Board of Standards Inc. and contribute to our ongoing work.
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