Financial Services Intern

Allworth Financial•Tucson, AZ

9h•Onsite

About The Position

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP® designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work—not just observation. Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP® professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Tucson office manages $350MM in assets under management, providing a dynamic setting to learn the business at scale. This program runs at approximately 25 hours per week, with flexible scheduling between 8:00am–5:00pm.

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

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

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 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