Financial Advisor

American Accounting Association; Pittsburgh (Allegheny County); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Year Up United in Pittsburgh, PA offers a Financial Advisor Training Program designed for aspiring finance professionals. This full-time hybrid role supports senior advisors with research, portfolio reviews, and financial planning tasks while building foundational client-service and budgeting skills.

You will receive coaching, technical training, and exposure to inclusive, mission-driven workplace practices in a collaborative learning environment.

Qualifications

• Basic financial literacy is required.
• Proficiency with spreadsheets (Excel/Sheets).
• Basic data entry and record-keeping skills.
• Familiarity with customer service principles.
• Introductory knowledge of banking, insurance, and investment products.
• Strong 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 client-facing environments.

Responsibilities

• Support financial advisors with client intake and information gathering.
• Assist in preparing simple financial summaries, budgets, and savings plans.
• Maintain organized client records using financial software and spreadsheets.
• Learn foundational banking, insurance, and investment concepts.
• Explain basic financial products to clients in clear language.
• Participate in classroom learning on finance and workplace communication.
• Collaborate with peers and staff on projects and tasks.
• Follow compliance and confidentiality guidelines.

Skills

Basic financial literacy

Spreadsheets

Data entry

Customer service

Banking products knowledge

Written communication

Quantitative analysis

Time management

Learn financial software

Professionalism

Tools

CRM tools

Financial software

Job description

Financial Advisor

Year Up United | Pittsburgh, Pennsylvania | Salary: Competitive | Closing date: Sep 24, 2026 | 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