Junior Financial Advisor: Planning, Education & Impact

Year Up United; Pennsylvania; On-site; USD 42,000 - 56,000; Full time

Job summary

Year Up United is seeking an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, 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

Qualifications

• Support client financial assessments.
• Create basic financial plans.
• Assist with budgeting, savings, and investment education.

Responsibilities

• Prepare presentations and reports.
• Collaborate with senior advisors.
• Use data to inform recommendations.

Job description

Year Up United is seeking an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, 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