Advisory Team Associate Intern (Summer 2027)

Bostononsitejunior$60K – $79K

Posted 2 days ago · via Workday

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About this role

Job Description Summary: Program Dates: June 8 – August 13, 2027 (10 weeks) Focus Partners 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 strong foundation in core financial planning skills within a collaborative, client-focused environment.…

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reqspace match rubric

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Skills match

For this role: spring

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

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Recency

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Location fit

This role is based in Boston. We weight your proximity and willingness to relocate.

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Skills in this role

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spring

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