Financial Services Intern

Allworth Financial•Dallas, TX

1d•Onsite

About The Position

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. They offer a direct approach to financial planning, delivering 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. It is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. The business is a multi-billion dollar firm with a strong growth trajectory through acquisitions and organic growth. Allworth has been recognized as a great place to work, receiving the “Circle of Excellence” award from the National Business Research Institute for employee and client satisfaction in 2021, and was recognized as a Barron's Top 40 RIA in 2024. 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 is a paid, in-person, part-time internship offering meaningful, hands-on exposure to real client work. 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. The Addison office provides a dynamic setting to learn the business at scale. This program will run at approximately 10 hours per week, with flexible scheduling between 8:00 am–5:00 pm.

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
15 days of paid time off annually during the first three years of employment (for Non-Exempt associates)
11 Paid Holidays
Future growth opportunities within the company