Hybrid Financial Advisor Intern: Budgeting & Growth

American Accounting Association; Dallas (TX); Hybrid; USD 2,066,000 - 2,893,000; Full time

Job summary

Year Up United in Dallas, Texas is offering a Financial Advisor Training Program internship. As a Financial Advisor Intern, you'll support senior advisors with research, portfolio reviews, and financial planning tasks while receiving coaching and technical training.

You will build foundational skills in budgeting, investing, risk management, and client service, while maintaining accurate records with financial software and learning to explain basic financial products to clients.

Qualifications

• Basic financial literacy including budgeting and savings concepts.
• Proficiency with spreadsheets (Excel or Google Sheets).
• Strong written and verbal communication.
• Time management and organizational skills.
• Ability to learn financial software or CRM tools.
• Professionalism in a client-facing environment.
• Familiarity with banking, insurance, and investment products.

Responsibilities

• Support financial advisors or supervisors with basic client intake and information gathering
• Assist in preparing simple financial summaries, budgets, and savings plans under supervision
• Maintain organized and accurate client records and documentation using financial software and spreadsheets
• Learn and apply foundational concepts in banking, insurance, and investments to real-world scenarios
• Practice explaining basic financial products and services in clear, accessible language to mock or real clients
• Participate in classroom-based learning on finance, professionalism, and workplace communication
• Collaborate with peers, program staff, and employer partners on assigned projects and internship tasks
• Follow compliance, confidentiality, and ethical guidelines as introduced by training staff and industry partners
• Seek feedback, participate in coaching sessions, and set learning goals for skill development
• Demonstrate professionalism, punctuality, and accountability in both classroom and internship settings

Skills

Basic financial literacy

Spreadsheets

Customer service

Communication

Time management

CRM tools

Confidentiality

Analytical skills

Professionalism

Tools

Excel

Job description

Year Up United in Dallas, Texas is offering a Financial Advisor Training Program internship. As a Financial Advisor Intern, you'll support senior advisors with research, portfolio reviews, and financial planning tasks while receiving coaching and technical training.

You will build foundational skills in budgeting, investing, risk management, and client service, while maintaining accurate records with financial software and learning to explain basic financial products to clients.