About Allworth Financial
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.
SUMMARY:
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®.
This is a paid, part-time internship of $20/hr. We are open to a hybrid working schedule. Working hours are between 8:00am to 5:00pm with around 40 work hours per week. This is a summer intern program between May/June and August/September.
DUTIES AND RESPONSIBILITIES:
- 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
QUALIFICATIONS REQUIRED:
- 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
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Skills Required
- Currently pursuing a BS or BA in Financial Planning, Finance, Economics, or a related field
- Currently pursuing the CFP® designation
- Ability to work independently as a self-starter
- Strong communication, teamwork, and relationship-building skills
- Ability to learn financial and office programs and systems
Allworth Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allworth Financial and has not been reviewed or approved by Allworth Financial.
-
Healthcare Strength — Medical, dental, and vision coverage is clearly defined with named carriers and plan types, plus optional supplemental benefits. Tax-advantaged options (HSA with an employer contribution and FSAs) add practical healthcare flexibility.
-
Retirement Support — Retirement support is positioned as a meaningful part of the package through “generous 401(k) contributions” and an employer match being referenced. This indicates a structured retirement benefit that can materially add to total rewards for eligible employees.
-
Leave & Time Off Breadth — Time-off benefits include flexible/unlimited PTO for exempt staff and a defined PTO allotment for non-exempt staff, alongside a set slate of paid holidays. This provides multiple pathways for paid time away, though eligibility depends on role classification.
Allworth Financial Insights
What We Do
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
