Financial Advisor

American Accounting Association; Pittsburgh (Allegheny County); Hybrid; USD 15,000 - 22,000; Full time

Job summary

Year Up United in Pittsburgh is offering a Financial Advisor Training Program internship 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

• Basic budgeting and financial literacy expected.
• Proficiency with spreadsheets and data entry.
• Strong written and verbal communication required.
• Interest in banking, insurance, and investments.

Responsibilities

• Support financial advisors with client intake and information gathering
• Assist in preparing simple financial summaries, budgets, and savings plans
• Maintain accurate client records using financial software and spreadsheets
• Learn foundational concepts in banking, insurance, and investments
• Explain basic financial products in clear language to clients
• Participate in classroom-based learning on finance and professionalism
• Collaborate with peers and staff on internship tasks
• Follow compliance and confidentiality guidelines
• Seek feedback and set learning goals with supervision
• Demonstrate professionalism, punctuality, and accountability

Skills

Budgeting

Spreadsheets

Data entry

Customer service

Banking basics

Communication

Quantitative skills

Time management

CRM tools

Professionalism

Tools

Excel

CRM tools

Job description

Financial Advisor

Employer: Year Up United

Location: Pittsburgh, Pennsylvania

Salary: Competitive

Closing date: Sep 16, 2026

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

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