Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Munhall, PA
Posted today

About the job

Year Up is dedicated to empowering diverse young adults through financial planning, education, and mentorship. The Entry Level Financial Advisor supports client assessments, creates financial plans, and collaborates with senior advisors to foster economic mobility and well-being.

Requirements

  • Support financial assessments
  • Assist with budgeting and savings
  • Create basic financial plans
  • Help with investment education

Qualifications

  • Passion for finance and mentoring
  • Strong communication skills
  • Team-oriented mindset
  • Interest in economic mobility

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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