Financial Services Intern

This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work—not just observation. Our Addison office provides a dynamic setting to learn the business at scale.

About the role

This program is designed for motivated, intellectually curious students who aspire to pursue the CFP® designation and build a career in wealth management. Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP® professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment.

The program will run at approximately 10 hours per week, with flexible scheduling between 8:00am–5:00pm.

Responsibilities

• Rotate across teams to understand Allworth Financial’s integrated wealth management model
• Partner closely with an Associate Advisor to develop foundational advisory and planning skills
• Assist with the creation and implementation of financial plans for real clients
• Support the Client Service Team to understand the full client experience
• Conduct research and assist with casework related to financial planning and operations
• Under CFP® supervision, help respond to client questions across key areas of financial planning
• Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
• Participate in company workshops, events, and learning sessions

Requirements

• Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field
• Intends to pursue the CFP® designation
• Self-motivated, curious, and eager to learn
• Strong communicator who enjoys teamwork and relationship-building
• Comfortable learning new systems, tools, and financial concepts

Why This Internship Stands Out

This is more than a resume-builder—it’s an opportunity to:

• Learn directly from experienced advisors who have built and scaled successful practices
• Gain exposure to real clients, real plans, and real career paths
• Build a foundation for future roles at Allworth, including Associate Advisor opportunities

Benefits

Benefits are available to full-time associates who work more than 30 hours a week.

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Pay

$20 per hour

Schedule

Approximately 10 hours per week, with flexible scheduling between 8:00am–5:00pm.