Financial Services Intern

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. As a fee-based, employee-centric fiduciary advisory firm, Allworth emphasizes client well-being and education. Founded in Sacramento, California, in 1993, the firm is a multi-billion dollar Registered Investment Advisor with a track record of growth through acquisitions and organic expansion. Allworth has earned the "Circle of Excellence" award for employee and client satisfaction and was recognized as a Barron's Top 40 RIA in 2024.

About the role

This paid, in-person, part-time internship is designed for motivated students aspiring to pursue the CFP® designation and build a career in wealth management. Interns will gain hands-on exposure to real client work, learning alongside CFP® professionals, Associate Advisors, and Client Service teams in a collaborative environment at our Addison office.

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

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 flexible paid time off; non-exempt associates 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)

Pay

$20/hour

Schedule

This program will run at approximately 10-20 hours per week, with flexible scheduling between 8:00am–5:00pm.