Entry Level Financial Advisor

American Accounting Association; Sewickley (Allegheny County); Hybrid; USD 42,000 - 54,000; 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. 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

Qualifications

• Entry-level financial advisory role supporting early-career clients.
• Experience with budgeting, savings and introductory investing concepts is a plus.
• Strong communication and coaching abilities for financial literacy workshops.

Responsibilities

• Conduct introductory financial assessments with program participants and early-career clients.
• Gather and analyze basic client financial information.
• 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 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.

Skills

Financial assessment

Budgeting

Investment education

Data analysis

Coaching

Education

CISA Certification

Tools

CRM software

Job description

Entry Level Financial Advisor

Employer: Year Up United

Location: Sewickley, Pennsylvania

Salary: Competitive

Closing date: Sep 16, 2026

Role Type: Advisor, Staff / Associate

Role Level: Entry

Certifications: CISA- Certified Information System Auditor

Work Mode: Hybrid

Employment Type: Full Time

Organization Type: Corporate

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 Ad...