Entry Level Financial Advisor

American Accounting Association; Coraopolis (Allegheny County); Hybrid; USD 38,000 - 46,000; Full time

Job summary

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. You will 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

Qualifications

• Basic financial analysis and budgeting knowledge.
• Understanding of personal finance concepts.
• Introductory investing concepts and strategies.
• Strong customer service and communication skills.
• Ability to interview clients and gather facts.
• Proficiency with Excel and financial spreadsheets.
• Familiarity with CRM systems and data entry.
• Awareness of regulatory and compliance considerations.

Responsibilities

• Conduct introductory financial assessments with program participants and early-career clients.
• Gather and analyze basic client financial information (income, expenses, debt, savings).
• Develop and update simple financial plans under supervision of senior advisors.
• Educate clients on budgeting, saving, credit management, and introductory investing concepts.
• Support and co-facilitate financial literacy workshops and group presentations.
• Provide one-on-one financial coaching with clear guidance.
• Document client interactions and maintain records in CRM or tracking systems.
• Collaborate with Program Managers to align financial coaching with program goals.
• Assist in evaluating and improving financial education materials and tools.
• Adhere to compliance, ethics, and confidentiality standards.

Skills

Basic financial analysis

Budgeting

Personal finance

Introductory investing

Customer service

Client interviewing

Data entry

CRM usage

Financial literacy education

Presentation and facilitation

Excel and finance spreadsheets

Written and verbal communication

Time management

Regulatory compliance awareness

Job description

Entry Level Financial Advisor

Employer Year Up United Location Coraopolis, Pennsylvania Salary Competitive Closing date Sep 15, 2026

Focus Area Budgeting & Resource Allocation, Credit Control, Regulatory Compliance & Policy Role Type Advisor, Staff / Associate Role Level Entry Certifications CISA - Certified Information System Auditor Work Mode Hybrid Employment Type Full Time Organization Type Corporate

Job Details

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.

Responsibilities

• Conduct introductory financial assessments with program participants and early-career clients
• Gather and analyze basic client financial information (income, expenses, debt, savings)
• Develop and update simple financial plans under the supervision of senior advisors
• Educate clients on budgeting, saving, credit management, and introductory investing concepts
• Support and co-facilitate financial literacy workshops and group presentations
• Provide one-on-one financial coaching sessions with clear, accessible guidance
• Document client interactions and maintain accurate records in CRM or tracking systems
• Collaborate with Program Managers and educators to align financial coaching with program goals
• Assist in evaluating and improving financial education materials and tools
• Adhere to all compliance, ethical, and confidentiality standards in banking, insurance, and investment contexts

Required Skills

• Basic financial analysis
• Budgeting and personal finance
• Introductory investment concepts
• Customer service
• Client interviewing and fact-finding
• Data entry and CRM usage
• Financial literacy education
• Presentation and facilitation
• Microsoft Excel and financial spreadsheets
• Written and verbal communication
• Time management and organization
• Regulatory and compliance awareness in financial services