Financial Planning Intern

Allworth Financial; Addison (TX); Hybrid; USD 23,000 - 32,000; Part time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Flexible working arrangements

Generous 401K contributions

11 Paid Holidays

Paid time off

Job summary

Allworth Financial in Addison, Texas, offers a paid, part-time internship aimed at preparing interns for the CFP designation. You will be trained to support ongoing service and advice for on-plan asset management clients under CFP supervision.

This summer program runs May/June through August/September, offers a hybrid schedule, and provides a competitive base pay with a 40-hour work week.

Qualifications

• Pursuing BS/BA in financial planning, finance, economics, or related field.
• Pursuing CFP designation.
• Self-starter with ability to work independently.
• Strong communication, teamwork, and relationship-building skills.
• Ability to learn financial and office programs and systems.

Responsibilities

• Cross-train with various departments to understand Allworth's business model.
• Work with an Associate Advisor to develop skills and learn duties.
• Help create and implement financial plans for clients.
• Assist Client Service Team as needed.
• Perform tasks and research related to casework and operations.
• Respond to clients' questions about financial planning under CFP supervision.
• Shadow Financial Advisor in client appointments to gain training.
• Attend company events, workshops, and seminars.

Skills

Strong communication

Team work

Relationship building

Self-starter

Education

BS/BA in Financial Planning/Finance/Economics

Pursuing CFP designation

Tools

Financial planning software

Job description

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.

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 40 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.

Allworth Financial participates in E-Verify.