About the role#
The Financial Services Intern role provides hands-on experience for students interested in a career in wealth management. You will work alongside CFP professionals and Associate Advisors to learn how a wealth management office operates. This is a paid, part-time, in-person position based in our Dallas office. You can expect to work approximately 10 hours per week with flexible scheduling between 8:00am and 5:00pm.
What you'll do#
- Rotate across teams to understand our integrated wealth management model.
- Partner 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.
- Help respond to client questions across key areas of financial planning under supervision.
- Shadow client meetings with Financial Advisors to gain firsthand advisory exposure.
- Participate in company workshops, events, and learning sessions.
What you'll need#
- Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field.
- Intent to pursue the CFP designation.
- Self-motivated, curious, and eager to learn.
- Strong communication skills with an interest in teamwork and relationship-building.
- Comfort learning new systems, tools, and financial concepts.
Location & details#
- Location: Dallas, Texas.
- Modality: On-site.
- Commitment: Part-time, approximately 10 hours per week.
- Compensation: $20 per hour.
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.
