Entry Level Financial Advisor

@ Year Up United
Year Up Unitedyearupunited.com

Entry Level Financial Advisor

Mount Lebanon, PA
Posted 1 day ago

About the job

Year Up United is dedicated to empowering diverse young adults through financial planning, advisory services, and education to promote economic mobility and improve financial literacy.

Requirements

  • Basic financial knowledge
  • Customer service skills
  • Team collaboration
  • Data analysis ability

Qualifications

  • Entry-level experience
  • Interest in finance
  • Strong communication skills
  • Team player

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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