Financial Planning Intern
About The Position
Allworth Financial is seeking motivated individuals aspiring to obtain the CFP® designation. The intern will be trained to help provide ongoing service and advice to on-plan asset management clients under the supervision of a CFP®. This is a paid, part-time summer internship paying $20 per hour, scheduled between May/June and August/September. The firm is open to a hybrid working schedule. Working hours are between 8:00 a.m. and 5:00 p.m., with approximately 25 work hours per week. The intern will cross-train with different departments, work closely with an Associate Advisor, assist with financial plans and client service, conduct research and casework, and gain advisory experience by shadowing Financial Advisors. The position also includes attending company workshops, seminars, and events.
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 relating to casework and business operations.
- Under the supervision of a CFP®, respond directly or indirectly to client questions regarding qualified areas of financial planning.
- Shadow Financial Advisor appointments with future and existing clients to gain advisory training.
- Attend company events, including workshops and seminars.
Benefits
- Competitive base pay of $20 per hour.
- Medical plans, including Blue Shield PPO 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 401(k) contributions.
- 11 paid holidays.
- Future growth opportunities within the company.
- Collaborative environment that supports learning and professional growth.
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What This Job Offers
Job Type
Part-time
Career Level
Intern
