Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Pittsburgh, PA
Posted today

About the job

Year Up United is dedicated to empowering young adults through financial planning, education, and advisory services, fostering economic mobility and inclusion in the banking, insurance, and investment sectors. This entry-level role supports client assessments and helps prepare reports and presentations.

Requirements

  • Basic financial knowledge
  • Support client assessments
  • Assist in financial planning
  • Collaborate with team

Qualifications

  • High school diploma or equivalent
  • Strong communication skills
  • Interest in finance
  • Team player
  • Motivated learner

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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