Entry Level Financial Advisor

Year Up United; West Mifflin (Allegheny County); On-site; USD 40,000 - 55,000; 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

• Support client financial assessments.
• Create basic financial plans and proposals.
• Assist with budgeting, savings, and investment education.
• Prepare presentations and reports for clients.
• Collaborate with senior advisors to inform recommendations.
• Utilize data to guide financial guidance for clients.
• Contribute to inclusive, mission-driven services for economic mobility.

Responsibilities

• Assist in client needs assessments and planning.
• Support meetings and presentations for clients.
• Help track progress and prepare performance reports.
• Collaborate with the team to tailor financial guidance.

Skills

Financial planning basics

Budgeting basics

Data interpretation

Presentation skills

Team collaboration

Tools

Presentation software

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.