Junior Financial Advisor: Build Plans & Empower Youth

Year Up United; Moon (VA); 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

• Supports client financial assessments and data collection.
• Assists with creating basic financial plans for clients.
• Aids budgeting, saving, and investment education initiatives.
• Prepares presentations and reports for client reviews.

Responsibilities

• Assist with client assessments and data gathering.
• Help prepare financial plans and recommendations.
• Support budgeting and savings education for clients.
• Contribute to client presentations and reports.

Skills

Financial planning

Budgeting

Client communication

Investment education

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