About this opportunity
Year Up United lists this Entry-Level Financial Advisor – Financial Education & Counseling opportunity in shaler township, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.