Financial Advisor Intern - Banking & Investments

Year Up United; Ohio; 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 mindset with a strong attention to accuracy.
• Eager to learn and develop foundational skills in financial services.
• Passionate about advancing economic mobility through programs for diverse young adults.

Responsibilities

• Support senior advisors with research and data gathering.
• Assist with portfolio reviews and financial planning tasks.
• Participate in coaching and training to build foundational advisor skills.

Skills

Client service

Budgeting

Investing

Risk management

Research

Portfolio reviews

Financial planning

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.