Entry Level Financial Advisor
@ Year Up UnitedYear Up Unitedyearupunited.com
Entry Level Financial Advisor
West Mifflin, 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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