Junior Financial Advisor: Youth Empowerment & Planning

Year Up United; Brentwood (Allegheny County); Presencial; USD 40.000 - 50.000; Jornada completa

Descripción de la vacante

Year Up United in the United States 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

Responsabilidades

• Support client financial assessments and needs analysis.
• Create basic financial plans for clients.
• Assist with budgeting, saving, and investment education.
• Help prepare presentations and reports for advisors.

Descripción del empleo

Year Up United in the United States 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