Entry-Level Financial Advisor: Planning & Education

Year Up United; Plum (Allegheny County); On-site; USD 42,000 - 52,000; Full time

Job summary

Year Up United in the United States 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.

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

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 in the United States 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.

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