Hybrid Entry-Level Financial Advisor & Literacy Coach

American Accounting Association; Dallas (TX); Hybrid; USD 42,000 - 64,000; 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. 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

Qualifications

• Experience with introductory financial planning and budgeting.

Responsibilities

• Conduct introductory financial assessments with program participants and early-career clients.
• Gather and analyze basic client financial information (income, expenses, debt, savings).
• Develop and update simple financial plans under the supervision of senior advisors.
• Educate clients on budgeting, saving, credit management, and introductory investing concepts.
• Support and co-facilitate financial literacy workshops and group presentations.
• Provide one-on-one financial coaching sessions with clear, accessible guidance.
• Document client interactions and maintain accurate records in CRM or tracking systems.
• Collaborate with Program Managers and educators to align financial coaching with program goals.
• Assist in evaluating and improving financial education materials and tools.
• Adhere to all compliance, ethical, and confidentiality standards in banking, insurance, and investment contexts.

Skills

Basic financial analysis

Budgeting and personal finance

Introductory investment concepts

Customer service

Client interviewing and fact-finding

Data entry and CRM usage

Financial literacy education

Presentation and facilitation

Microsoft Excel

Written and verbal communication

Time management and organization

Regulatory and compliance awareness in

Tools

CRM software

Microsoft Excel

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