Junior Financial Advisor - Mentored Planning & Education

Year Up United; Munhall (Allegheny County); On-site; USD 42,000 - 54,000; 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, 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 and data-informed recommendations.
• Assist with budgeting, savings, and investment education for clients.
• Create basic financial plans and prepare client presentations/reports.

Responsibilities

• Collaborate with senior advisors to deliver financial planning services.
• Use client data to inform investment education and recommendations.
• Contribute to inclusive, mission-driven services that empower diverse young adults.

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, 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