Entry-Level Financial Advisor for Youth Education & Budgeting

Year Up United; Pennsylvania; On-site; USD 40,000 - 55,000; Full time

Job summary

Year Up United is seeking an Entry Level Financial Advisor to join our Financial Planning and Advisory team in 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

Responsibilities

• Support client financial assessments and needs analyses.
• Create basic financial plans and budgeting/savings guidance.
• Provide investment education and explain concepts to clients/students.
• Prepare presentations and reports for senior advisors and clients.
• Collaborate with senior advisors and use data to inform recommendations.

Job description

Year Up United is seeking an Entry Level Financial Advisor to join our Financial Planning and Advisory team in 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