Entry-Level Financial Advisor - Financial Education & Counseling

Year Up United; Pleasant Hills (PA); Sur place; USD 40 000 - 60 000; Plein temps

Résumé du poste

Year Up United in Pleasant Hills, PA seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team. 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

Qualifications

• Entry-level role; on-the-job training provided
• Strong communication and numeric literacy helpful

Responsabilités

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

Description du poste

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.