Financial Advisor Intern — Training & Impact in Banking

Year Up United; Ohio; Sur place; USD 21 000 - 30 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client service

Budgeting

Investing

Risk management

Research

Portfolio reviews

Financial planning

Description du poste

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.