Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Moon Township, PA
Posted today

About the job

Year Up United seeks an Entry Level Financial Advisor to support client assessments, create financial plans, and promote financial education for young adults in the banking and investment sector.

Requirements

  • Support client assessments
  • Assist with financial plans
  • Financial data analysis
  • Team collaboration

Qualifications

  • Strong communication skills
  • Interest in finance
  • Motivated learner
  • Team-oriented

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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