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Job Description
📋 Description
- 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
🎯 Requirements
- 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
🎁 Benefits
- Medical, dental, and vision coverage options
- Flexible spending accounts
- Generous 401K contributions
- Flexible working arrangements
- Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
