About the role#
This internship is designed for students who want to pursue the CFP® designation and build a career in wealth management. You will work alongside CFP® professionals, Associate Advisors, and Client Service teams to gain hands-on experience with real client work. The program is part-time, offering 10 to 20 hours of work per week.
What you'll do#
- Rotate across different teams to understand our integrated wealth management model.
- Help create and implement financial plans for real clients.
- Support the Client Service Team to learn about the full client experience.
- Conduct research and assist with casework related to financial planning and operations.
- Shadow Financial Advisors during client meetings to gain firsthand advisory exposure.
- Respond to client questions under the supervision of a CFP® professional.
- Participate in company workshops and learning sessions.
What you'll need#
- Currently pursuing a BS or BA in Finance, Economics, Business Administration, or a related field.
- Intent to pursue the CFP® designation.
- Strong communication skills with an interest in teamwork and relationship-building.
- A self-motivated and curious approach to learning.
- Comfort with learning new systems, tools, and financial concepts.
Location & details#
- This is a remote position based in California.
- This is a paid, part-time internship.
- The schedule is flexible between 8:00am and 5:00pm.
About Allworth Financial
Allworth Financial is a wealth management firm based in Folsom, California. Founded in 1993, the company provides financial services including investment advising, retirement planning, and estate planning. It operates as a privately held firm with a staff of 201 to 500 employees. The firm focuses on fiduciary financial strategies for individual investors.
How to get in at Allworth Financial
Landing an internship at Allworth Financial requires speed. Because early applicants often secure interviews before the candidate pool becomes unmanageable, you should use Intern Insider to receive an instant alert the moment a new role is published. This allows you to submit your materials immediately. Reaching out to the right person is just as important as timing. Intern Insider surfaces the recruiters behind specific roles at Allworth Financial, which allows you to contact them directly to ask about the position or a referral. This personal outreach often improves your response rate compared to applying through a general portal.
