Junior Financial Advisor: Education & Budgeting for Impact

Year Up United; Baldwin (Allegheny County); On-site; USD 42,000 - 60,000; Full time

Job summary

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team. 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 and use data to inform recommendations to empower diverse young adults toward economic mobility.

Qualifications

• Support client financial assessments.
• Assist with budgeting, savings and investment education.
• Prepare presentations and reports for clients and senior staff.

Responsibilities

• Support client financial assessments and data collection.
• Create basic financial plans and reports.
• Assist with budgeting, savings and investment education.
• Help prepare presentations for advisors and clients.

Skills

Financial planning basics

Budgeting

Client communication

Job description

Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team. 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 and use data to inform recommendations to empower diverse young adults toward economic mobility.