Financial Advisory Practice Intern

Focus Financial Company Description

Focus Financial Network, Inc. is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. As one of the largest independent, non-proprietary advisory firms, Focus Financial believes in providing uniquely tailored financial planning to meet each client’s needs. RiverFront Group is one of Focus Financials’ largest practices located in NE Minneapolis. 

Position Overview

RiverFront Group is seeking a highly motivated and detail-oriented individual to join our team for an internship this coming summer of 2027.

As an Intern, you will have the opportunity to gain hands-on experience in various aspects of the financial planning process, wealth management, and client relationship management. Under the guidance of our team members, you will contribute to the day-to-day operations of the practice while learning about many aspects of the business.

This position will be a 12-week internship program starting the first business week after the end of the Spring semester. There is flexibility on the program’s start and end dates depending on the intern’s availability. A commitment of 30-40 hours per week is required. This is primarily an in-person role; the office is in NE Minneapolis. 

Learning Activities:

• Case Analysis
  • Assist advisors with preparation of annual client reviews, including data gathering, creating agenda and meeting materials.
  • Participate in investment research and portfolio reviews.
  • Perform numerical calculations, enter data into applicable software.
  • Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings.
  • Test the knowledge and skills you have obtained in school by applying them to real-world problems and situations.

• Client Service
  • Shadow client meeting with lead financial professional.
  • Maintain client relationship management (CRM) system.
  • Complete client forms, maintain files and records.
  • Contribute to marketing and communication efforts such as client mailing reports, website updates, client events, and newsletters.
  • Assist with operational and administrative tasks related to client onboarding and account maintenance.
  • Special projects for the practice as assigned.
  • Recognize and suggest efficiencies where needed.

Preferred Knowledge and Competencies:

• Detail-oriented, strong math and analytical skills.
• Good organization and time management skills.
• Strong PC and software skills, Word, Excel, PowerPoint.
• Familiarity with the financial planning concepts preferred.
• Good interpersonal, oral and written communications skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Who Should Apply:

• Students beginning their junior or senior college in one of the following fields: Business Finance, Accounting, Economics, Financial Planning and those who want to deepen their understanding of the financial services industry and the financial planning profession.
• Students who demonstrate a drive to succeed and have a strong interest in pursuing a career as a financial professional and/or Certified Financial Planner® designation after graduation.
• Students with excellent leadership, communication, teamwork, and service skills.
• Student must be able to work in the United States and must successfully pass a background check; this may include fingerprinting.

Selected intern will be expected to consistently follow high standards of business and professional ethics when dealing with others and/or performing work activities. Interns are required to follow legal and regulatory requirements and company policies while dealing with clients or performing work activities.