Junior Financial Advisor: Planning, Education & Impact

Year Up United; Baldwin (Allegheny County); On-site; USD 40,000 - 55,000; 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

• No prior experience required; willingness to learn financial planning basics.
• Strong communication and analytical skills.
• Comfort with data and creating simple financial plans.

Responsibilities

• Support client financial assessments and create basic financial plans.
• Assist with budgeting, savings, and investment education.
• Help prepare presentations and reports for client reviews.

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