Financial Advisory Intern: Learn Investing & Client Planning

Strive Solutions; Baldwin (Allegheny County); Presencial; USD 21.000 - 30.000; Tempo integral

Resumo da vaga

Strive Solutions is seeking a Financial Advisor Intern to support senior advisors with research, portfolio reviews, and financial planning tasks. You will build foundational client service skills, budgeting, investing, and risk management knowledge while learning through coaching and technical training.

You will contribute to a collaborative, inclusive environment and gain exposure to banking, insurance, and investment activities as part of your development plan.

Qualificações

• Detail-oriented with strong organizational skills.
• Eager to learn and apply training in day-to-day tasks.
• Interest in financial services and economic mobility.
• Ability to support client-focused research and portfolio review activities.
• Understanding of budgeting, investing fundamentals, and risk management concepts.
• Strong communication and teamwork mindset.

Responsabilidades

• Assist with research, portfolio reviews, and financial planning tasks.

Conhecimentos

Detail-oriented

Organizational skills

Eager to learn

Interest in financial services

Client-focused research

Budgeting/investing basics

Communication & teamwork

Descrição da vaga

Strive Solutions is seeking a Financial Advisor Intern to support senior advisors with research, portfolio reviews, and financial planning tasks. You will build foundational client service skills, budgeting, investing, and risk management knowledge while learning through coaching and technical training.

You will contribute to a collaborative, inclusive environment and gain exposure to banking, insurance, and investment activities as part of your development plan.