Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Brentwood, PA
Posted 1 day ago

About the job

Year Up United offers programs empowering young adults through financial planning, advisory support, and education within the banking, insurance, and investment sectors. The role involves assisting with financial assessments, creating plans, and supporting inclusive services to foster economic mobility.

Requirements

  • Interest in finance and advising
  • Strong communication skills
  • Team collaboration skills
  • Ability to learn financial concepts

Qualifications

  • High school diploma or equivalent
  • Motivated and eager to learn
  • Interest in finance or advisory roles

Full job description

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client financial assessments, create basic financial plans, assist with budgeting, savings, and investment education, and help prepare presentations and reports. You will collaborate with senior advisors, use data to inform recommendations, and contribute to inclusive, mission-driven services that empower diverse young adults toward economic mobility and long-term financial well-being.
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