Financial Planning Intern

Allworth Airline Advisors (Formerly RAA); Folsom (CA); Hybrid; USD 23,000 - 32,000; Part time

Benefits offered by this job

Medical and dental insurance

Vision insurance

Flexible PTO

401K contributions

Holidays and benefits

Equity Purchase Program eligibility

Job summary

Allworth Financial is seeking motivated individuals for a paid, part-time internship to pursue the CFP designation and receive training to assist on-plan asset management clients under supervision. The program is summer-only, with a hybrid schedule and working hours roughly 8:00am–5:00pm for about 40 hours per week.

Interns will cross-train across departments, work closely with an Associate Advisor, and help develop financial plans while supporting the Client Service Team.

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-trains with various departments to understand Allworth Financial’s business model.
• Work with an Associate Advisor to develop skills and learn job duties.
• Help create and implement financial plans for clients.
• Assist Client Service Team as needed.
• Perform research and tasks related to casework and operations.
• Under CFP supervision, answer client questions on financial planning areas.
• Shadow Advisors to gain advisory training.
• Attend company events, workshops, and seminars.

Skills

Communication

Teamwork

Relationship building

Independent learner

Education

BS/BA in Financial Planning/Finance/Economics

CFP designation in progress

Tools

Financial and office software

Job description

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®.

Internship Details

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.