Financial Planning Intern

Allworth Financial

Folsom, CA

On-siteCareer-pivot friendly

Who this role is best for

Aimed at early-career candidates in financial planning who are pursuing the CFP® designation and can commit to a part-time, hybrid schedule in California.

Best fit for

Candidates in pursuit of the CFP® designation with a focus on client education and well-being
— “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”
Individuals interested in gaining advisory experience through shadowing and client interaction
— “Shadows Financial Advisor future and existing client appointments to gain advisory training”
Students or recent graduates with a flexible schedule and interest in a hybrid work model
— “We are open to a hybrid working schedule. Working hours are between 8:00am to 5:00pm with around 25 work hours per week.”

Things to consider

The internship is part-time and limited to 25 hours per week, which may impact work-life balance or long-term career progression
— “Working hours are between 8:00am to 5:00pm with around 25 work hours per week”
Benefits such as healthcare and 401K contributions are only available to full-time associates working over 30 hours per week
— “Benefits are available to full-time associates who work more than 30 hours a week.”

How to stand out

Highlight your progress toward the CFP® designation and any related coursework or certifications
— “In pursuit of BS/BA in Financial Planning, Finance, Economics, or related field”
Emphasize your ability to work independently and take initiative in learning new financial systems
— “Self-starter, with the ability to work independently”
Showcase experience in client communication or relationship-building through specific examples
— “Strong communication, team work, and relationship-building skills”
Demonstrate your willingness to engage in cross-functional training and adapt to different departments
— “Cross trains with various departments of Allworth Financial to obtain knowledge of how our business model functions”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

cross-train with departments
assist in financial planning
shadow financial advisor appointments

Typical background

financial planningfinanceeconomics

Skills & requirements

Required

Financial PlanningClient ServiceResearchFinancial SoftwareAdvisory Training

Preferred

CFP® DesignationInvestment AdvisoryTax PlanningRetirement PlanningEstate Planning

Stack & domain

Financial PlanningInvestmentTaxRetirementEstateFinancial ConsiderationsClient Well-beingEducationFinancial And Office Programs And SystemsSelf-starterIndependentCommunicationTeamworkRelationship-buildingLearningCFP

About the role

Original posting from Allworth Financial via Greenhouse

About Allworth Financial
Allworth Financial (www.allworthfinancial.com) 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.
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.
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.
SUMMARY:
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®.
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 25 work hours per week. This is a summer intern program between May/June and August/September.
DUTIES AND RESPONSIBILITIES:
Cross trains with various departments of Allworth Financial to obtain knowledge of how our business model functions
Works closely with an Associate Advisor to develop skills and learn job duties
Helps create and implement financial plans for clients
Spend time assisting our Client Service Team.
Performs various tasks and research relating to casework and business operations
Under the supervision of a CFP®, responds to clients’ questions, directly or indirectly, regarding any qualified area of financial planning
Shadows Financial Advisor future and existing client appointments to gain advisory training
Attends company events, including workshops and seminars
QUALIFICATIONS REQUIRED:
In pursuit of BS/BA in Financial Planning, Finance, Economics, or related field
In pursuit of CFP® designation
Self-starter, with the ability to work independently
Strong communication, team work, and relationship-building skills
Demonstrates ability to learn related financial and office programs and systems
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.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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Source: Allworth Financial careers (Greenhouse)