Financial Advisor

Year Up United; Pittsburgh (Allegheny County); On-site; USD 21,000 - 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 skills in client service, budgeting, investing, and risk management while supporting senior advisors with research and portfolio reviews.

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

Qualifications

• Detail-oriented and eager to learn.

Responsibilities

• Assist with client service tasks and research.
• Support portfolio reviews and financial planning tasks.

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.