Entry Level Financial Advisor

American Accounting Association; Whitehall (Lehigh County); Hybrid; USD 35,000 - 55,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team in the Banking, Insurance & Investment space. You will support client assessments, create basic financial plans, assist with budgeting and savings, and help prepare presentations.

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

Qualifications

• Introductory financial assessments for program participants and early-career clients.
• Creating basic financial plans and assisting with budgeting and financial education.
• Documenting client interactions and maintaining records in CRM systems.

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 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 with clear, accessible guidance.
• 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 compliance, ethical, and confidentiality standards in banking, insurance, and investment contexts.

Skills

Basic financial analysis

Budgeting

Introductory investing concepts

Customer service

Client interviewing

CRM usage

Financial literacy education

Presentation and facilitation

Microsoft Excel

Written communication

Time management

Regulatory & compliance awareness

Job description

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Entry Level Financial Advisor

Employer: Year Up United

Location: Whitehall, Pennsylvania

Salary: Competitive

Closing date: Sep 17, 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