Entry-Level Financial Advisor - Financial Education & Counseling

Year Up United; Whitehall (Lehigh County); On-site; USD 42,000 - 56,000; 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’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

Qualifications

• Supports client financial assessments and basic planning.
• Assists with budgeting, savings, and investment education.
• Prepares presentations and reports for senior advisors.

Responsibilities

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.