Financial Services Intern

Socket.dev; Dallas (TX); On-site; USD 28,000 - 33,000; Part time

Benefits offered by this job

Medical: Blue Shield/Kaiser plans

Dental insurance

Vision insurance

Flexible PTO

11 Paid Holidays

401K contributions

Job summary

Allworth Financial in Addison, TX, offers a paid, in-person, part-time Financial Advisor Intern role designed for students pursuing the CFP designation. The internship pays $20/hr and runs about 10 hours per week, with scheduling between 8:00am–5:00pm.

You’ll rotate across teams, partner with an Associate Advisor, assist with creating and implementing financial plans for real clients, and learn from CFP professionals in a collaborative, high-performing environment at our Addison office.

Qualifications

• Pursuing BS/BA in Financial Planning, Finance, Economics, or related field
• Intends to pursue CFP designation
• Strong communicator with teamwork and relationship-building
• Willing to learn and adapt to new systems/tools

Responsibilities

• Rotate across teams to understand Allworth Financial’s integrated wealth management model
• Partner with an Associate Advisor to develop foundational advisory and planning skills
• Assist with the creation and implementation of financial plans for real clients
• Support the Client Service Team to understand the full client experience
• Conduct research and assist with casework related to financial planning and operations
• Under CFP supervision, help respond to client questions across key areas of financial planning
• Shadow client meetings with Financial Advisors for advisory exposure
• Participate in company workshops, events, and learning sessions

Skills

Strong communicator

Teamwork & relationship-building

Curiosity and willingness to learn

Adaptable to new systems

Education

BS/BA in Financial Planning, Finance, Economics, or related field

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

SUMMARY:

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP® designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work—not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP® professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am-5:00pm.

What You’ll Do

• Rotate across teams to understand Allworth Financial’s integrated wealth management model
• Partner closely with an Associate Advisor to develop foundational advisory and planning skills
• Assist with the creation and implementation of financial plans for real clients
• Support the Client Service Team to understand the full client experience
• Conduct research and assist with casework related to financial planning and operations
• Under CFP® supervision, help respond to client questions across key areas of financial planning
• Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
• Participate in company workshops, events, and learning sessions

Who We’re Looking For

• Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field
• Intends to pursue the CFP® designation
• Self-motivated, curious, and eager to learn
• Strong communicator who enjoys teamwork and relationship-building
• Comfortable learning new systems, tools, and financial concepts

Why This Internship Stands Out

This is more than a resume-builder—it’s an opportunity to:

• Learn directly from experienced advisors who have built and scaled successful practices
• Gain exposure to real clients, real plans, and real career paths
• Build a foundation for future roles at Allworth, including Associate Advisor opportunities

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.

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.