Financial Advisor Intern: Banking & Investments Training

American Accounting Association; Pittsburgh (Allegheny County); Hybrid; USD 15,000 - 22,000; Full time

Job summary

Year Up United in Pittsburgh is offering a Financial Advisor Training Program internship 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

• Basic budgeting and financial literacy expected.
• Proficiency with spreadsheets and data entry.
• Strong written and verbal communication required.
• Interest in banking, insurance, and investments.

Responsibilities

• Support financial advisors with client intake and information gathering
• Assist in preparing simple financial summaries, budgets, and savings plans
• Maintain accurate client records using financial software and spreadsheets
• Learn foundational concepts in banking, insurance, and investments
• Explain basic financial products in clear language to clients
• Participate in classroom-based learning on finance and professionalism
• Collaborate with peers and staff on internship tasks
• Follow compliance and confidentiality guidelines
• Seek feedback and set learning goals with supervision
• Demonstrate professionalism, punctuality, and accountability

Skills

Budgeting

Spreadsheets

Data entry

Customer service

Banking basics

Communication

Quantitative skills

Time management

CRM tools

Professionalism

Tools

Excel

CRM tools

Job description

Year Up United in Pittsburgh is offering a Financial Advisor Training Program internship 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.