Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Financial Advisor

Whitehall, PA
Posted today

About the job

Year Up United offers internship opportunities in banking, insurance, and investment. The Financial Advisor Intern learns client service, budgeting, investing, and risk management while supporting senior advisors in a collaborative, inclusive setting.

Requirements

  • Eager to learn
  • Detail-oriented
  • Passionate about finance
  • Strong communication skills

Qualifications

  • Interest in financial services
  • Motivated to support economic mobility

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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