Financial Planning Intern
Allworth Financial
Financial Planning Intern
Allworth Financial
Personalized financial planning and investment management
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.
Posting Period: Our posting will remain active until November 30, 2026
We anticipate openings in our Addison, TX, Albuquerque, NM, Folsom, CA, Indianapolis, IN, Rochester, NY, and Seattle, WA offices. (*Additional locations may be considered.)
DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS REQUIRED:
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:
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.
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Personalized financial planning and investment management
Allworth Financial provides financial planning and investment management to individuals and families, focusing on securing a comfortable retirement. The firm combines investment management with tax planning, Social Security guidance, and budgeting to create personalized plans. Its services are delivered through Certified Financial Planners who manage client portfolios for a fee based on assets under management, aligning the company’s success with clients’ investment growth. Allworth differentiates itself by offering a comprehensive, retirement‑oriented approach backed by CFP standards and a track record of client satisfaction and workplace awards. The company’s goal is to help clients achieve a secure retirement by creating and managing tailored financial plans that address spending, taxes, and long-term wealth.
Explore more opportunities at Allworth Financial