Junior Financial Advisor: Build Plans & Empower Mobility

Year Up United; Wilkinsburg (Allegheny County); On-site; USD 42,000 - 62,000; 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

• 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.

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.

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