Junior Financial Advisor: Education, Planning & Economic Mobility

Year Up United; Bethel Park (Allegheny County); On-site; USD 45,000 - 60,000; 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 will 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 young adults

Qualifications

• Support client financial assessments
• Create basic financial plans
• Assist with budgeting, savings and investment education
• Prepare presentations and reports
• Collaborate with senior advisors
• Use data to inform recommendations

Responsibilities

• Assist with client financial assessments and data collection
• Develop basic financial plans and budgeting plans
• Support budgeting, savings and investment education initiatives
• Prepare client-facing presentations and reports
• Collaborate with senior advisors to tailor recommendations
• Analyze client data to inform recommendations and next steps

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 will 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 young adults