Financial Advisor

American Accounting Association; Dallas (TX); Hybrid; USD 2,066,000 - 2,893,000; Full time

Job summary

Year Up United in Dallas, Texas is offering a Financial Advisor Training Program internship. As a Financial Advisor Intern, you'll support senior advisors with research, portfolio reviews, and financial planning tasks while receiving coaching and technical training.

You will build foundational skills in budgeting, investing, risk management, and client service, while maintaining accurate records with financial software and learning to explain basic financial products to clients.

Qualifications

• Basic financial literacy including budgeting and savings concepts.
• Proficiency with spreadsheets (Excel or Google Sheets).
• Strong written and verbal communication.
• Time management and organizational skills.
• Ability to learn financial software or CRM tools.
• Professionalism in a client-facing environment.
• Familiarity with banking, insurance, and investment products.

Responsibilities

• Support financial advisors or supervisors with basic client intake and information gathering
• Assist in preparing simple financial summaries, budgets, and savings plans under supervision
• Maintain organized and accurate client records and documentation using financial software and spreadsheets
• Learn and apply foundational concepts in banking, insurance, and investments to real-world scenarios
• Practice explaining basic financial products and services in clear, accessible language to mock or real clients
• Participate in classroom-based learning on finance, professionalism, and workplace communication
• Collaborate with peers, program staff, and employer partners on assigned projects and internship tasks
• Follow compliance, confidentiality, and ethical guidelines as introduced by training staff and industry partners
• Seek feedback, participate in coaching sessions, and set learning goals for skill development
• Demonstrate professionalism, punctuality, and accountability in both classroom and internship settings

Skills

Basic financial literacy

Spreadsheets

Customer service

Communication

Time management

CRM tools

Confidentiality

Analytical skills

Professionalism

Tools

Excel

Job description

Financial Advisor

Employer Year Up United Location Dallas, Texas Salary Competitive Closing date Sep 13, 2026

Focus Area Budgeting & Resource Allocation, Management, Projects Role Type Advisor Role Level Staff Work Mode Hybrid Employment Type Full Time Organization Type Corporate

Job Details

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. Ideal candidates are detail-oriented, eager to learn, and passionate about advancing economic mobility for diverse young adults through careers in financial services.

Responsibilities

• Support financial advisors or supervisors with basic client intake and information gathering
• Assist in preparing simple financial summaries, budgets, and savings plans under supervision
• Maintain organized and accurate client records and documentation using financial software and spreadsheets
• Learn and apply foundational concepts in banking, insurance, and investments to real-world scenarios
• Practice explaining basic financial products and services in clear, accessible language to mock or real clients
• Participate in classroom-based learning on finance, professionalism, and workplace communication
• Collaborate with peers, program staff, and employer partners on assigned projects and internship tasks
• Follow compliance, confidentiality, and ethical guidelines as introduced by training staff and industry partners
• Seek feedback, participate in coaching sessions, and set learning goals for skill development
• Demonstrate professionalism, punctuality, and accountability in both classroom and internship settings

Required Skills

• Basic financial literacy (budgeting, saving, introductory investing concepts)
• Proficiency with spreadsheets (e.g., Excel or Google Sheets)
• Basic data entry and record-keeping skills
• Familiarity with customer service principles
• Introductory knowledge of banking, insurance, and investment products
• Written and verbal communication skills
• Basic quantitative and analytical skills
• Time management and organizational skills
• Ability to learn financial software or CRM tools
• Professionalism in a client-facing or office environment