Junior Financial Advisor: Education & Counseling

Year Up United; Munhall (Allegheny County); On-site; USD 42,000 - 52,000; 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. 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 and long-term

Responsibilities

• Support client financial assessments
• Create basic financial plans
• Assist with budgeting, savings, and investment education
• Help prepare presentations and reports

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. 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 and long-term