Entry-Level Financial Advisor

Strive Solutions; Pleasant Hills (PA); On-site; USD 42,000 - 56,000; Full time

Job summary

Strive Solutions in Pleasant Hills, PA is seeking an Entry Level Financial Advisor to join the Banking, Insurance & Investment team. You will assist with client assessments, data gathering, and developing basic financial plans including budgeting and savings guidance.

You will support investment education and help clients understand financial options while collaborating with senior advisors to prepare presentations and reports.

Qualifications

• Interest in budgeting and investing.
• Comfort using data to support financial recommendations.
• Strong communication to explain options to clients.

Responsibilities

• Assist with client financial assessments and data gathering.
• Help create basic financial plans, including budgeting and savings guidance.
• Support investment education and client understanding of financial options.
• Assist senior advisors with preparing presentations and reports.
• Collaborate with advisors to develop recommendations grounded in client data.

Skills

Personal finance interest

Data-driven analysis

Clear communication

Team collaboration

Inclusive service

Job description

Entry Level Financial Advisor

– support the Financial Planning and Advisory team within the Banking, Insurance & Investment space.

Key Responsibilities

• Assist with client financial assessments and data gathering.
• Help create basic financial plans, including budgeting and savings guidance.
• Support investment education and client understanding of financial options.
• Assist senior advisors with preparing presentations and reports.
• Collaborate with advisors to develop recommendations grounded in client data.
• Contribute to inclusive, mission-driven client support that promotes economic mobility and long-term financial well-being.

Qualifications & Skills

• Strong interest in personal finance, budgeting, and investing.
• Comfort working with data to support financial recommendations.
• Clear communication skills for presenting information and supporting clients.
• Ability to collaborate effectively with senior advisors and a team.
• Commitment to inclusive service and client empowerment.