Financial Advisor Intern — Training in Investments & Planning

Year Up United; Brentwood (Allegheny County); On-site; USD 21,000 - 30,000; Part 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 and eager to learn.
• Passionate about advancing economic mobility for diverse young adults.
• Interest in financial services and client support.

Responsibilities

• Support senior advisors with research and portfolio reviews.
• Assist with financial planning tasks.
• Contribute to budgeting and investment analyses.

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.