Financial Advisor Intern

Strive Solutions

Baldwin (Allegheny County)

On-site

USD 21,000 - 30,000

Full time

8 hours ago

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Job summary

Strive Solutions is seeking a Financial Advisor Intern to support senior advisors with research, portfolio reviews, and financial planning tasks. You will build foundational client service skills, budgeting, investing, and risk management knowledge while learning through coaching and technical training.

You will contribute to a collaborative, inclusive environment and gain exposure to banking, insurance, and investment activities as part of your development plan.

Qualifications

Detail-oriented with strong organizational skills.
Eager to learn and apply training in day-to-day tasks.
Interest in financial services and economic mobility.
Ability to support client-focused research and portfolio review activities.
Understanding of budgeting, investing fundamentals, and risk management concepts.
Strong communication and teamwork mindset.

Responsibilities

Assist with research, portfolio reviews, and financial planning tasks.

Skills

Detail-oriented

Organizational skills

Eager to learn

Interest in financial services

Client-focused research

Budgeting/investing basics

Communication & teamwork

Job description

Financial Advisor Intern (Banking, Insurance & Investment)

Support senior financial advisors by assisting with research, portfolio reviews, and financial planning tasks. Build foundational capabilities in client service, budgeting, investing, and risk management, while learning best practices through coaching and technical training. Contribute to a collaborative, inclusive, mission-driven environment.

Key Qualifications & Skills

Detail-oriented with strong organizational skills
Eager to learn and apply training in day-to-day tasks
Interest in financial services and economic mobility
Ability to support client-focused research and portfolio review activities
Understanding of budgeting, investing fundamentals, and risk management concepts
Strong communication and teamwork mindset

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