Financial Services Intern

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP® designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work—not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP® professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am–5:00pm.

• →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
• →Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
• →Participate in company workshops, events, and learning sessions

• 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

This is more than a resume-builder—it’s an opportunity to:

• Learn directly from experienced advisors who have built and scaled successful practices
• Gain exposure to real clients, real plans, and real career paths
• Build a foundation for future roles at Allworth, including Associate Advisor opportunities

 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.