Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Financial Advisor

Mount Lebanon, PA
Posted today

About the job

Year Up offers a Financial Advisor Training Program focused on banking, insurance, and investments. Interns develop skills in financial analysis, client support, and risk management while supporting senior staff and promoting economic mobility for diverse youth.

Requirements

  • Eager to learn
  • Detail-oriented
  • Passionate about finance

Qualifications

  • Interest in financial services
  • Strong communication skills
  • Team player

Full 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. Ideal candidates are detail-oriented, eager to learn, and passionate about advancing economic mobility for diverse young adults through careers in financial services.
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