Entry-level Financial Advisor - Financial Education & Counseling

Year Up United Moon, Pennsylvania, US

About the Role

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.

Required Skills

financial planning budgeting investment education data analysis presentations

Keywords

financial adviser entry level planning advisor finance

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