Financial Services Intern
- 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
- 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
- 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
- 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
- Future growth opportunities within the company
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