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Financial Advisor Intern - Banking & Investments
Year Up United
Pittsburgh, Pennsylvania, US
About the Role
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. Ideal candidates are detail-oriented, eager to learn, and passionate about advancing economic mobility for diverse young adults through careers in financial services.
Responsibilities
- Support senior advisors with research and portfolio reviews
- Assist in financial planning tasks
- Exposure to client service and budgeting
Qualifications
- Degree or equivalent in progress preferred
- Detail-oriented and eager to learn
- Interest in financial services and mobility programs
Required Skills
financial planning
portfolio analysis
client service
research
budgeting
Keywords
financial advisor
intern
banking
investments
finance
Interested in this role?
Apply now and take the next step in your career.
Job Overview
Date Posted
5 days ago
Location
Pittsburgh, Pennsylvania, US
Job Type
Full-time
Work Mode
Onsite
Category
Healthcare clinical nursing, Finance accounting banking
About the Company
Y
Year Up United
