Financial Planning Intern

allworthfinancial; Folsom (CA); Hybrid; USD 8,266,000 - 11,021,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible paid time off

Job summary

Allworth Financial is seeking motivated individuals for a paid, part-time internship in California. You will be trained to assist with ongoing service and advice to on-plan asset management clients under CFP® supervision.

The program runs May/June to August/September, offering about 25 hours per week in a hybrid schedule. Training includes cross-department exposure and hands-on client support with an Associate Advisor.

Qualifications

• Pursuing a BS/BA in Financial Planning, Finance, Economics, or related field.
• Pursuit of CFP designation as part of training.

Responsibilities

• Cross trains with departments to learn Allworth's business model.
• Work with an Associate Advisor to develop skills and learn duties.
• Help create and implement financial plans for clients.

Skills

Self-starter

Strong communication

Teamwork

Relationship-building

Willingness to learn financial systems

Education

BS/BA in Financial Planning

Pursuit of CFP designation

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.

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

• 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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