Financial Planning Intern — Hybrid, CFP Path

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

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.