Financial Advisor Intern

Financial Advisor Intern (Banking, Insurance & Investment) Support senior financial advisors by assisting with client service, research, portfolio reviews, and financial planning tasks. Help build foundational skills in budgeting, investing, and risk management while learning through coaching and technical training. Contribute to an inclusive, mission-driven workplace by engaging with clients and team members with care and professionalism. Key duties Assist with client service activities and basic financial planning supportConduct research and help prepare portfolio review materialsSupport budgeting, investing, and risk management learning objectivesCollaborate with senior advisors on documentation and analysis tasks Qualifications & Skills Detail-oriented with strong organization and follow-throughEager to learn and apply new financial conceptsInterest in advancing economic mobility through financial servicesProfessional communication and teamwork mindset