Financial Advisor

Year Up United; Moon (VA); On-site; USD 17,000 - 28,000; 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

• Detail-oriented candidates who are eager to learn.
• Interest in advancing economic mobility through careers in financial services.

Responsibilities

• Support senior advisors with research, portfolio reviews, and financial planning tasks.
• Assist with client service, budgeting, investing and risk management foundations.

Skills

Detail-oriented

Eager to learn

Finance/financial services interest

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