Finance & Wealth Advisor Intern — Training, Mentorship & Impact

Year Up United; Bethel Park (Allegheny County); On-site; USD 22,000 - 30,000; Full time

Job summary

Year Up United seeks motivated interns for our Financial Advisor Training Program within the Banking, Insurance & Investment sector. As a Financial Advisor Intern, you’ll build foundational skills in client service, budgeting, investing, and risk management while supporting senior advisors with research, portfolio reviews, and financial planning tasks.

You’ll receive coaching, technical training, and exposure to inclusive, mission-driven workplace practices.

Qualifications

• Seeking detail-oriented interns who want to learn in financial services.
• Familiarity with client service concepts and budgeting is a plus.
• Interest in investing, risk management, and financial planning.

Responsibilities

• Support senior advisors with research and portfolio reviews.
• Assist with financial planning tasks and data gathering.
• Learn budgeting, investment concepts, and client service best practices.

Skills

Client service

Budgeting

Investing

Risk management

Research

Portfolio reviews

Financial planning

Education

Pursuing Bachelor's degree in Finance/Business

Job description

Year Up United seeks motivated interns for our Financial Advisor Training Program within the Banking, Insurance & Investment sector. As a Financial Advisor Intern, you’ll build foundational skills in client service, budgeting, investing, and risk management while supporting senior advisors with research, portfolio reviews, and financial planning tasks.

You’ll receive coaching, technical training, and exposure to inclusive, mission-driven workplace practices.