Entry-Level Financial Advisor: Learn Planning, Budgeting & Impact

Year Up United; McKeesport (Allegheny County); On-site; USD 42,000 - 56,000; Full time

Job summary

Year Up United is seeking 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

Qualifications

• Responsibilities include assisting with client financial assessments and budgeting.
• Support creation of basic financial plans and investment education.
• Prepare presentations and reports for clients and stakeholders.
• Collaborate with senior advisors to inform recommendations.

Responsibilities

• Support client financial assessments, budgeting, and education.
• Assist with basic financial planning and investment education for clients.
• Prepare presentations and reports for client reviews and internal use.
• Collaborate with senior advisors to inform recommendations and decisions.

Job description

Year Up United is seeking 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