Financial Planning Intern

<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><p> </p> <p><strong>SUMMARY:</strong></p> <p>Motivated individuals who aspire to obtain the CFP® designation and will be trained to help provide ongoing service and advice to our on-plan asset management clients under the supervision of a CFP®.</p> <p><strong>This is a paid, part-time internship of $20/hr. We are open to a hybrid working schedule. Working hours are between 8:00am to 5:00pm with around 40 work hours per week. This is a summer intern program between May/June and August/September. </strong></p> <p><strong>Posting Period:  Our posting will remain active until November 30, 2026</strong></p> <p><strong>We anticipate openings in our Addison, TX, Folsom, CA, and Indianapolis, IN office.  Additional locations may be considered.</strong></p> <p><strong>DUTIES AND RESPONSIBILITIES:</strong></p> <ul> <li>Cross trains with various departments of Allworth Financial to obtain knowledge of how our business model functions</li> <li>Works closely with an Associate Advisor to develop skills and learn job duties</li> <li>Helps create and implement financial plans for clients</li> <li>Spend time assisting our Client Service Team.</li> <li>Performs various tasks and research relating to casework and business operations</li> <li>Under the supervision of a CFP®, responds to clients’ questions, directly or indirectly, regarding any qualified area of financial planning</li> <li>Shadows Financial Advisor future and existing client appointments to gain advisory training</li> <li>Attends company events, including workshops and seminars</li> </ul> <p><strong>QUALIFICATIONS REQUIRED:</strong></p> <ul> <li>In pursuit of BS/BA in Financial Planning, Finance, Economics, or related field</li> <li>In pursuit of CFP® designation</li> <li>Self-starter, with the ability to work independently</li> <li>Strong communication, team work, and relationship-building skills</li> <li>Demonstrates ability to learn related financial and office programs and systems       </li> </ul> <p> </p><div class="content-conclusion"><p><strong>BENEFITS</strong></p> <p>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:</p> <ul> <li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li> <li>Dental insurance with MetLife</li> <li>Vision insurance with VSP</li> <li>Optional supplemental benefits</li> <li>Healthcare savings accounts with company contribution</li> <li>Flexible spending accounts</li> <li>Flexible working arrangements</li> <li>Generous 401K contributions </li> <li>Exempt associates qualify for our flexible paid time off policy</li> <li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li> <li>11 Paid Holidays</li> <li>Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)</li> <li>Future growth opportunities within the company</li> </ul> <p>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.</p> <p><em>Benefits are available to full-time associates who work more than 30 hours a week.</em></p> <p><em>The above statements are intend