Entry Level Financial Advisor

American Accounting Association; Trenton (NJ); Hybrid; USD 42,000 - 64,000; 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

• Basic financial analysis and budgeting basics required.
• Introductory investing concepts and credit/finance literacy valued.
• Strong customer service and communication skills.
• Experience with CRM systems and data entry helpful.
• Ability to present financial concepts clearly to diverse audiences.

Responsibilities

• Conduct introductory financial assessments for participants and clients.
• Gather and analyze basic financial information (income, expenses, debt, savings).
• Develop simple financial plans under supervision of senior advisors.
• Educate on budgeting, saving, credit management, and investing basics.
• Support financial literacy workshops and group presentations.

Skills

Basic financial analysis

Budgeting

Introductory investing

Customer service

Client interviewing

CRM usage

Financial literacy education

Presentation

Excel/spreadsheets

Written/verbal comms

Time management

Regulatory compliance

Education

CISA – Certified Information System Auditor

Job description

Entry Level Financial Advisor

Employer: Year Up United
Location: Trenton, New Jersey
Salary: Competitive
Closing date: Sep 24, 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

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