Financial Services Intern

Summary

Allworth Financial seeks motivated, high‑potential students for a 10‑week Summer Financial Services Internship Program. This paid internship serves as an early‑career on‑ramp into the Associate Advisor pathway and provides hands‑on exposure to fiduciary wealth management. Interns work alongside CFP® professionals, Associate Advisors, and cross‑functional planning teams to support real client work, contribute to advisory processes, and develop foundational skills for long‑term success.

Interns are active contributors, not shadowing a client. Structured coaching and professional development are provided. High‑performing interns may be considered for future early‑career opportunities, subject to business need and performance.

The 10‑week internship is structured to provide both technical training and applied advisory experience. Candidates should be willing to work in either Folsom, CA or Kennesaw, GA. The position pays an hourly rate of $20 and reports to a Regional Director or designated CFP® Professional.

• Allworth culture and fiduciary philosophy
• Financial planning fundamentals
• Core systems and technology training
• Professional communication standards

Travel and lodging are covered by Allworth Financial.

Interns return to their office and spend most of their time embedded within advisory teams, contributing to day‑to‑day planning, service, and operational workflows. Structured development sessions and cohort meetings occur weekly.

Interns present a capstone project demonstrating skill development, business insight, and professional growth. The program concludes with performance feedback and career discussions. Travel and lodging are covered by Allworth Financial.

Interns are expected to work Monday through Friday, 40 hours per week, during the program.

• Working knowledge of financial planning tools, including Salesforce, Money Guide, Holistiplan, and
• Understanding of Allworth’s client discovery, planning, and relationship development process
• Application of foundational financial planning concepts within supervised client case work
• Contribution to client service workflows with professionalism and accountability
• Clear communication of planning insights in both written and verbal formats
• Readiness for early‑career advisory roles through a formal capstone presentation

• Support internal financial planning workflows under supervision
• Assist in preparing financial plan components, analyses, and scenario modeling
• Run standard planning processes within Money Guide, Holistiplan, , and related systems
• Conduct research and assist with case preparation for client meetings
• Observe live client meetings when appropriate and participate in post‑meeting debrief discussions
  
  Assist in preparing client meeting materials and follow‑up documentation

• Maintain accurate and timely documentation within Salesforce (CRM)
• Support account opening preparation and planning‑related service workflows
• Draft client communication templates and follow‑up summaries
• Contribute to data accuracy, organization, and workflow continuity

• Participate in structured development sessions focused on financial planning fundamentals, communication skills, and advisor career readiness
• Gain exposure to Allworth’s advisory philosophy, growth model, and integrated services
• Engage in regular coaching conversations and performance feedback sessions
• Complete self‑reflection and skill development milestones

• Participate in weekly intern cohort meetings
• Contribute to cross‑functional initiatives such as client experience improvements, research projects, or process optimization efforts
• Apply structured problem‑solving skills to real business challenges

• Demonstrate professionalism, reliability, and strong attention to detail
• Apply feedback constructively and show…