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Cfp Intern information

What is a CFP Intern?

A CFP Intern is a student or recent graduate who is working in a financial planning firm or related organization, typically while pursuing or planning to pursue the Certified Financial Planner (CFP) designation. The internship provides hands-on experience in financial planning, client service, and research under the supervision of certified professionals. This role helps interns gain practical skills, understand industry practices, and prepare for a career as a financial planner. CFP Interns may assist with data gathering, preparing financial plans, and supporting advisors in client meetings.

What types of projects and tasks can a CFP Intern expect to work on during their internship?

As a CFP Intern, you can expect to assist with a variety of projects such as preparing financial plans, conducting client research, supporting client meetings, and helping with investment analysis. Interns often collaborate closely with certified financial planners and other team members to gather data, compile reports, and ensure that client information is accurate and up to date. This role typically offers hands-on exposure to real client scenarios, compliance procedures, and financial planning tools, making it an excellent opportunity for skill development and professional growth in the financial planning industry.

What are the key skills and qualifications needed to thrive as a CFP Intern, and why are they important?

To thrive as a CFP Intern, you need a foundational understanding of financial planning principles, strong analytical skills, and typically be enrolled in or have completed coursework toward a CFP certification. Familiarity with financial planning software such as eMoney, MoneyGuidePro, and Microsoft Excel is common, along with knowledge of industry regulations. Strong communication, attention to detail, and a client-focused mindset set exceptional interns apart. These skills ensure accurate financial analysis, effective teamwork, and a high level of client service, which are critical for success in the financial planning profession.

What are the most commonly searched types of Cfp jobs in Texas?

The most popular types of Cfp jobs in Texas are:

What are popular job titles related to Cfp Intern jobs in Texas?

For Cfp Intern jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Cfp Intern jobs in Texas look for?

The top searched job categories for Cfp Intern jobs in Texas are:

What cities in Texas are hiring for Cfp Intern jobs?

Cities in Texas with the most Cfp Intern job openings:

Cfp Intern jobs near you
Infographic showing various Cfp Intern job openings in Texas as of August 2026, with employment types broken down into 18% Internship, 1% As Needed, 56% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Financial Services Intern

Allworth Financial

Dallas, TX

$20/hr

Part-time, Internship

Posted 2 days ago

New

Job description

SUMMARY:

The Financial Advisor Intern role is designed for motivated, intellectually curious students who aspire to pursue the CFP designation and build a career in wealth management. This is a paid, in-person, part-time internship ($20/hr) offering meaningful, hands-on exposure to real client work-not just observation.

Interns will gain direct insight into how a successful wealth management office operates while learning alongside CFP professionals, Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our Addison office provides a dynamic setting to learn the business at scale.

This program will run at approximately 10 hours per week, with flexible scheduling between 8:00am-5:00pm.

What You'll Do

  • 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
  • Shadow client meetings with Financial Advisors to gain firsthand advisory exposure
  • Participate in company workshops, events, and learning sessions

Who We're Looking For

  • 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

Why This Internship Stands Out

This is more than a resume-builder-it's an opportunity to:

  • Learn directly from experienced advisors who have built and scaled successful practices
  • Gain exposure to real clients, real plans, and real career paths
  • Build a foundation for future roles at Allworth, including Associate Advisor opportunities

 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.

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