Financial Planning Intern

Allworth Financial•Folsom, CA

1d•Hybrid

About The Position

Allworth Financial is an independent investment advisory firm providing wealth planning solutions across investment, tax, retirement, estate, and other financial considerations. The firm is a fee-based fiduciary advisory business headquartered in Sacramento, California, and serves clients through a multibranch operation. The Financial Planning Intern is a paid, part-time summer internship for individuals aspiring to obtain the CFP® designation. Under the supervision of a CFP®, the intern receives training to help provide ongoing service and advice to on-plan asset management clients. The schedule may be hybrid, with working hours between 8:00 a.m. and 5:00 p.m. and approximately 25 hours per week. The program runs during the summer, between May/June and August/September, and pays $20 per hour.

Requirements

Be pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field.
Be pursuing the CFP® designation.
Be a self-starter with the ability to work independently.
Have strong communication, teamwork, and relationship-building skills.
Demonstrate the ability to learn related financial and office programs and systems.

Responsibilities

Cross-train with various Allworth Financial departments to learn how the business model functions.
Work closely with an Associate Advisor to develop skills and learn job duties.
Help create and implement financial plans for clients.
Assist the Client Service Team.
Perform tasks and research related to casework and business operations.
Under CFP® supervision, respond directly or indirectly to client questions in qualified areas of financial planning.
Shadow Financial Advisor appointments with prospective and existing clients for advisory training.
Attend company events, including workshops and seminars.