Financial Planning Intern

Location: Folsom, California, United States Department: Advisors

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 25 work hours per week. This is a summer intern program between May/June and August/September.

DUTIES AND RESPONSIBILITIES

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

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 any qualified area of financial planning

Shadows Financial Advisor future and existing client appointments to gain advisory training

Attends company events, including workshops and seminars

QUALIFICATIONS REQUIRED

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

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.

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