Private Client Group Intern (Summer 2027)new

Job Description Summary:

Program Dates: June 8– August 13, 2027 (10 weeks)

SCS, Focus Partners Family Office and OCIO, is seeking interested students for its Private Client Group (PCG) Summer Internship. This internship will provide students with the opportunity to learn and participate in all facets of the wealth management industry, working directly with our advisors to help support our clients. We are seeking candidates who are well-organized, energetic, and team oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

SCS is a fiduciary wealth and investment management firm that manages over $60bn in assets for some of the world’s most ambitious wealth creators. Read more about SCS below.

The Focus internship program combines meaningful work experience with onboarding and training, mentorship, executive speaker sessions, firmwide networking, social and community engagement opportunities, formal performance feedback, and priority consideration for a full-time Client Advisor role based on performance and business needs.

Interns in this position will work on-site 5 days per week.

Job Description:

Primary Responsibilities

Interns will be responsible for assisting senior team members in implementing and maintaining clients’ investment and strategic plans. This may include:

• Preparing client meeting presentations

• Preparing/reviewing/confirming trading and other investment activity

• Operational account administration

• Monitoring portfolios against asset allocation targets

• Working on ad-hoc projects

• Coordinating with accountants and estate attorneys

• Assisting with real-time client inquiries and requests as they arrive

Interns will also have opportunities to shadow senior members of the Private Client Group throughout the summer and listen in on external conversations, including calls and meetings with accountants, attorneys, and business managers. The internship will include educational sessions with the senior leadership team and opportunities to receive informal mentoring and insight from leaders in wealth management.

Qualifications

• Currently pursuing a bachelor’s or master’s degree in finance, economics, business, or a related field

• Expected graduation date between December 2027 and Spring 2028

• Preferred GPA of 3.5+

• Aptitude for learning complex financial and investment concepts

• Excellent verbal and written communication skills

• Strong attention to detail and ability to follow through on projects effectively

• Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)

• Ability to work and commute out of SCS’s Dallas office

• Team-oriented mindset and propensity for partnership and collaboration

• Candidates must have permanent authorization to work in the U.S.

• Ability to complete required assessments and a digital video interview as part of the application process

This is a non-exempt position. The base pay for this role is expected to be $25/hr. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, work location, and the applicant’s skill set.

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators—ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]

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.