Financial Services Intern

Allworth Financial•Folsom, CA

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. SUMMARY Allworth Financial is seeking motivated, high-potential students to join our 10-week Summer Financial Services Internship Program. This immersive, paid internship is designed as an early-career on-ramp into Allworth’s Associate Advisor pathway and provides meaningful, hands-on exposure to fiduciary wealth management. Interns will work alongside CFP® professionals, Associate Advisors, and cross-functional planning teams to support real client work, contribute to advisory processes, and develop foundational skills essential for long-term success in financial planning. This is not a shadowing experience. Interns are active contributors to planning workflows, client preparation, and internal initiatives while receiving structured coaching and professional development. High-performing interns may be considered for future early-career opportunities with Allworth Financial, subject to business need and performance. PROGRAM STRUCTURE This 10-week internship is structured to provide both technical training and applied advisory experience. We are looking for this candidate to sit in either our Folsom, CA , Addison, TX or Kennesaw, GA office. This position pays an hourly rate of $20 per hour and will report to a Regional Director of Designated CFP Professional. Week 1 – Onboarding & Foundations (Addison, TX) Fully structured onboarding experience focused on: Allworth culture and fiduciary philosophy Financial planning fundamentals Core systems and technology training Professional communication standards (Travel and lodging covered by Allworth Financial) Weeks 2–9 – Rotations & Applied Advisory Work Interns return to their designated office location and spend the majority of their time embedded within advisory teams, contributing to day-to-day planning, service, and operational workflows. Structured development sessions and cohort meetings occur weekly. Week 10 – Capstone & Presentation (Addison, TX) Interns present a capstone project demonstrating skill development, business insight, and professional growth. The program concludes with performance feedback and career discussions. (Travel and lodging covered by Allworth Financial) Expected Schedule: Interns are expected to work Monday through Friday, 40 hours per week, during the program.

Requirements

Currently pursuing a Bachelor’s degree in Financial Planning, Finance, Economics, Business, or a related field, with an anticipated graduation date of Winter 2026 or Spring/Summer 2027 (entering final year of undergraduate study at the time of internship).
Strong interest in pursuing the CFP® designation and a long-term career in wealth management
Demonstrated leadership, initiative, or involvement in academic or extracurricular activities
Strong analytical, organizational, and problem-solving skills
Effective written and verbal communication skills
Professional presence and ability to work collaboratively in a team-based environment
Ability to learn and apply financial planning software and office systems

Responsibilities

Support internal financial planning workflows under supervision
Assist in preparing financial plan components, analyses, and scenario modeling
Run standard planning processes within MoneyGuide, Holistiplan, Wealth.com, and related systems
Conduct research and assist with case preparation for client meetings
Observe live client meetings when appropriate and participate in post-meeting debrief discussions
Assist in preparing client meeting materials and follow-up documentation
Maintain accurate and timely documentation within Salesforce (CRM)
Support account opening preparation and planning-related service workflows
Draft client communication templates and follow-up summaries
Contribute to data accuracy, organization, and workflow continuity
Participate in structured development sessions focused on financial planning fundamentals, communication skills, and advisor career readiness
Gain exposure to Allworth’s advisory philosophy, growth model, and integrated services
Engage in regular coaching conversations and performance feedback sessions
Complete self-reflection and skill development milestones
Participate in weekly intern cohort meetings
Contribute to cross-functional initiatives such as client experience improvements, research projects, or process optimization efforts
Apply structured problem-solving skills to real business challenges

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 (Contract, intern, and part-time employees are not eligible)
Future growth opportunities within the company