Financial Services Intern

📋 Description

• 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

🎯 Requirements

• 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

🎁 Benefits

• Medical, dental, and vision coverage options
• Flexible spending accounts
• Generous 401K contributions
• Flexible working arrangements
• Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company