Financial Planning Intern

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.

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®.

• →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

• 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