Financial Services Intern at Allworth Financial in Atlanta, GA

Summary: Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning and investment advising. They are seeking motivated, high-potential students for a 10-week Summer Financial Services Internship Program, providing hands-on exposure to fiduciary wealth management and advisory processes. Responsibilities: - Support internal financial planning workflows under supervision - Assist in preparing financial plan components, analyses, and scenario modeling - Run standard planning processes within MoneyGuide, Holistiplan, Wealth.com, 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 Required Qualifications: - Currently pursuing a Bachelor's degree in Financial Planning, Finance, Economics, Business, or a related field, with an anticipated graduation date of Winter 2026 or Spring/Summer 2027 (entering final year of undergraduate study at the time of internship) - Strong interest in pursuing the CFP® designation and a long-term career in wealth management - Demonstrated leadership, initiative, or involvement in academic or extracurricular activities - Strong analytical, organizational, and problem-solving skills - Effective written and verbal communication skills - Professional presence and ability to work collaboratively in a team-based environment - Ability to learn and apply financial planning software and office systems Required Skills: Financial planning, Salesforce, Wealth management Important Skills: Analytical skills Nice-to-Have Skills: Professional presence Benefits: 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