Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Baldwin, PA
Posted today

About the job

Year Up United seeks an Entry Level Financial Advisor to assist with financial assessments, planning, and education in a mission-driven organization promoting economic mobility.

Requirements

  • Financial assessment skills
  • Client support experience
  • Data analysis skills
  • Team collaboration

Qualifications

  • Bachelor's degree preferred
  • Interest in finance
  • Excellent communication skills
  • Inclusive attitude

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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