Financial Services Intern

Job Description

Financial Services Intern | Allworth Financial

The Tone:
This is a internship at Allworth Financial, located in Folsom, CA, Addison, TX, or Kennesaw, GA. Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. This internship offers an immersive, paid early-career pathway into the advisory profession, providing meaningful, hands-on exposure to fiduciary wealth management. Interns are active contributors to planning workflows and client preparation, supporting the firm’s commitment to developing the next generation of financial planning professionals.

The TL;DR
• Role: Internship
• Type: Full-time
• Location: Folsom, CA, Addison, TX, Kennesaw, GA
• Pay: $20 hourly
• Team: Reports to a Regional Director or Designated CFP® Professional
• Mission: Contribute to real client work and advisory processes while developing foundational skills essential for long-term success in financial planning.
• Tech Stack: Salesforce, MoneyGuide, Holistiplan, Wealth.com

What You’ll Actually Do
• Advisory Support: Support internal financial planning workflows, preparing plan components, analyses, and scenario modeling under supervision.
• Client Service: Maintain accurate and timely documentation within Salesforce, supporting account opening preparation and planning-related service workflows.
• Meeting Preparation: Assist in preparing client meeting materials, conduct research for case preparation, and observe live client meetings when appropriate.
• Professional Development: Participate in structured development sessions focusing on financial planning fundamentals, communication skills, and advisor career readiness.
• Strategic Contribution: Contribute to cross-functional initiatives, such as client experience improvements or process optimization efforts, and participate in weekly intern cohort meetings.

The Must-Haves
• Background: 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). This is an early career role.
• Experience: Demonstrated leadership, initiative, or involvement in academic or extracurricular activities; ability to learn and apply financial planning software and office systems.
• Skills: Strong analytical, organizational, and problem-solving abilities; effective written and verbal communication skills; professional presence and ability to work collaboratively in a team-based environment.
• Bonus: Strong interest in pursuing the CFP® designation and a long-term career in wealth management.