Financial Advisor Intern — Banking & Investment Trainee

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 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 candidate pursuing a finance-related degree.
• Willing to learn and support senior advisors.
• Interest in economic mobility and diverse communities.

Responsibilities

• Assist senior advisors with research and portfolio reviews.
• Support financial planning tasks and client service.
• Participate in training and coaching sessions.

Skills

Client service

Budgeting

Investing

Risk management

Portfolio reviews

Financial planning

Education

Pursuing finance degree

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.