Financial Planning Intern

Internship Opportunity At Allworth FinancialAllworth Financial 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.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 25 work hours per week. This is a summer intern program between May/June and August/September.Duties And ResponsibilitiesCross trains with various departments of Allworth Financial to obtain knowledge of how our business model functionsWorks closely with an Associate Advisor to develop skills and learn job dutiesHelps create and implement financial plans for clientsSpend time assisting our Client Service Team.Performs various tasks and research relating to casework and business operationsUnder the supervision of a CFP®, responds to clients' questions, directly or indirectly, regarding any qualified area of financial planningShadows Financial Advisor future and existing client appointments to gain advisory trainingAttends company events, including workshops and seminarsQualifications RequiredIn pursuit of BS/BA in Financial Planning, Finance, Economics, or related fieldIn pursuit of CFP® designationSelf-starter, with the ability to work independentlyStrong communication, team work, and relationship-building skillsDemonstrates ability to learn related financial and office programs and systemsBenefitsWe 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 associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)Future growth opportunities within the companyIn 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.