Entry-Level Financial Advisor: Education & Counseling for Growth

Year Up United; Moon (VA); On-site; USD 52,000 - 68,000; 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

Responsibilities

• Support client financial assessments.
• Create basic financial plans.
• Assist with budgeting, savings, and investment education.
• Help prepare presentations and reports.
• Collaborate with senior advisors.
• Use data to inform recommendations.
• Contribute to inclusive, mission-driven services that empower diverse young adults toward economic mobility and long-term financial well-being.

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