Entry Level Financial Advisor

Year Up United; Pleasant Hills (PA); On-site; USD 42,000 - 62,000; Full time

Job summary

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

Qualifications

• Support client financial assessments.
• Create basic financial plans.
• Assist with budgeting, savings, and investment education.

Responsibilities

• Support client financial assessments and create basic financial plans.
• Assist with budgeting, savings, and investment education; help prepare presentations and reports.
• Collaborate with senior advisors and use data to inform recommendations.

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.