Aspiring Financial Advisor Internship — Hybrid

American Accounting Association; Dallas (TX); Hybrid; USD 25,000 - 33,000; Full time

Job summary

Year Up United in Dallas, TX is seeking a Financial Advisor Intern to support senior advisors with budgeting, investing, and research tasks. The program offers coaching, financial training, and exposure to inclusive, mission-driven practice as part of a corporate internship.

As an intern, you will handle basic client intake, prepare simple financial summaries, and learn about banking, insurance, and investments while developing professionalism and client-facing skills in a hybrid work setting.

Qualifications

• Basic financial literacy (budgeting, saving, investing concepts)
• Proficiency with spreadsheets (Excel/Google Sheets)
• Basic data entry and record-keeping
• Familiarity with customer service principles
• Introductory knowledge of banking, insurance, investments
• Strong written and verbal communication skills
• Basic quantitative and analytical skills
• Time management and organization
• Ability to learn financial software or CRM tools
• Professionalism in client-facing or office settings

Responsibilities

• Support financial advisors with client intake and information gathering
• Assist in preparing simple financial summaries, budgets, and savings plans
• Maintain organized client records using financial software and spreadsheets
• Learn foundational concepts in banking, insurance, and investments
• Explain basic financial products to clients (mock or real)
• Participate in classroom-based learning on finance and workplace communication
• Collaborate with peers and staff on projects and internship tasks
• Follow compliance and confidentiality guidelines as trained
• Seek feedback and set learning goals with supervision
• Demonstrate punctuality and accountability in all activities

Skills

Financial literacy

Spreadsheets

Data entry

Customer service

Banking products

Communication

Quantitative skills

Time management

CRM tools

Professionalism

Job description

Year Up United in Dallas, TX is seeking a Financial Advisor Intern to support senior advisors with budgeting, investing, and research tasks. The program offers coaching, financial training, and exposure to inclusive, mission-driven practice as part of a corporate internship.

As an intern, you will handle basic client intake, prepare simple financial summaries, and learn about banking, insurance, and investments while developing professionalism and client-facing skills in a hybrid work setting.