Financial Advisor Intern - Banking & Investments

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 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

Required Skills

• Basic financial literacy (budgeting, saving, introductory investing concepts)
• Proficiency with spreadsheets (e.g., Excel or Google Sheets)
• Basic data entry and record-keeping skills
• Familiarity with customer service principles
• Introductory knowledge of banking, insurance, and investment products
• Written and verbal communication skills
• Basic quantitative and analytical skills
• Time management and organizational skills
• Ability to learn financial software or CRM tools
• Professionalism in a client-facing or office environment