Financial Planning Intern

📋 Description

• Cross trains with various departments of Allworth Financial to obtain knowledge of how our business
• 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

🎯 Requirements

• 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