Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Whitehall, PA
Posted 1 day ago

About the job

Year Up United seeks an Entry Level Financial Advisor to support financial assessments, help develop plans, and educate clients on savings and investments, focusing on empowering diverse young adults for economic mobility.

Requirements

  • Support client assessments
  • Assist with financial plans
  • Knowledge of budgeting and investments
  • Strong communication skills

Qualifications

  • Interest in finance and advisory
  • Excellent interpersonal skills
  • Ability to collaborate with teams
  • Motivated to serve diverse communities

Full 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. 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 diverse young adults toward economic mobility and long-term financial well-being.
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