Financial Advisor Intern – Banking & Investments
@ Year Up UnitedYear Up Unitedyearupunited.com
Financial Advisor Intern – Banking & Investments
Whitehall, PA
Posted 1 day ago
About the job
Year Up United offers a Financial Advisor Training Program, focusing on skills development in client service, investing, and risk management, promoting economic mobility and diversity in financial services.
Requirements
- Eager to learn
- Detail-oriented
- Passionate about finance
Qualifications
- Strong communication skills
- Interest in financial services
- Commitment to diversity
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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