Financial Services Intern
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The firm delivers long- and short-term investment planning solutions to help clients achieve their goals and plan strategically for retirement. Founded in Sacramento, California, in 1993, Allworth is a high-growth, private equity-backed, multi-branch Registered Investment Advisor. As a fee-based, employee-centric fiduciary advisory firm, Allworth emphasizes client well-being and education. The firm manages multi-billion dollar assets and is recognized for its strong organic growth and acquisitions, earning the "Circle of Excellence" award for employee and client satisfaction and being named a Barron's Top 40 RIA in 2024.
About the role
The Financial Advisor Intern role is designed for motivated, intellectually curious students aspiring to pursue the CFP® designation and build a career in wealth management. This paid, in-person, part-time internship offers hands-on exposure to real client work. Interns will learn alongside CFP® professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing 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
What you'll gain
- 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
Pay
$20 per hour
Schedule
- Approximately 10 hours per week
- Flexible scheduling between 8:00 AM–5:00 PM
Benefits
- 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 the Equity Purchase Program (full-time associates only)
- Future growth opportunities within the company
Benefits are available to full-time associates who work more than 30 hours a week.