Financial Services Intern

Job Description

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 or 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.

What You Will Gain

By the end of the internship, you will be able to:

• Demonstrate working knowledge of financial planning tools, including Salesforce, MoneyGuide, Holistiplan, and Wealth.com
• Understand Allworth’s client discovery, planning, and relationship development process
• Apply foundational financial planning concepts within supervised client case work
• Contribute to client service workflows with professionalism and accountability
• Communicate planning insights clearly in both written and verbal formats
• Demonstrate readiness for early-career advisory roles through a formal capstone presentation

Key Responsibilities

Advisory & Wealth Planning Support (40–50%)

• 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

Client Service & Operational Support (20–25%)

• 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

Professional Development & Practice Exposure (10–15%)

• 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

Cohort Experience & Strategic Projects (10–15%)

• 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

What Success Looks Like

Successful interns will:

• Demonstrate professionalism, reliability, and strong attention to detail
• Apply feedback constructively and show measurable skill development
• Communicate clearly and confidently in team environments
• Take initiative while maintaining sound judgment and respect for fiduciary standards
• Contribute meaningfully to team deliverables and internal projects

Qualifications

• 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

About Allworth Financial

Allworth Financial is one of the fastest-growing Registered Investment Advisors (RIAs) in the country. We provide fiduciary, holistic financial planning without pressure to recommend proprietary investment products. Our advisors are supported by integrated planning, estate, insurance, tax, and investment resources to deliver comprehensive solutions for clients.

We are committed to developing the next generation of financial planning professionals and providing meaningful early-career pathways into the advisory profession.

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• 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

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

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