Financial Advisor Intern - Banking & Investments

American Accounting Association; Dallas (TX); Hybrid; USD 25,000 - 33,000; Full time

Job summary

Year Up United in Dallas, TX is seeking a Financial Advisor Intern to support senior advisors with budgeting, investing, and research tasks. The program offers coaching, financial training, and exposure to inclusive, mission-driven practice as part of a corporate internship.

As an intern, you will handle basic client intake, prepare simple financial summaries, and learn about banking, insurance, and investments while developing professionalism and client-facing skills in a hybrid work setting.

Qualifications

• Basic financial literacy (budgeting, saving, investing concepts)
• Proficiency with spreadsheets (Excel/Google Sheets)
• Basic data entry and record-keeping
• Familiarity with customer service principles
• Introductory knowledge of banking, insurance, investments
• Strong written and verbal communication skills
• Basic quantitative and analytical skills
• Time management and organization
• Ability to learn financial software or CRM tools
• Professionalism in client-facing or office settings

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 concepts in banking, insurance, and investments
• Explain basic financial products to clients (mock or real)
• Participate in classroom-based learning on finance and workplace communication
• Collaborate with peers and staff on projects and internship tasks
• Follow compliance and confidentiality guidelines as trained
• Seek feedback and set learning goals with supervision
• Demonstrate punctuality and accountability in all activities

Skills

Financial literacy

Spreadsheets

Data entry

Customer service

Banking products

Communication

Quantitative skills

Time management

CRM tools

Professionalism

Job description

Financial Advisor Intern - Banking & Investments

Employer Year Up United Location Dallas, Texas Salary Competitive Closing date Oct 3, 2026

Focus Area Budgeting & Resource Allocation, Management, Projects Role Type Advisor, Student / Intern 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