Year Up United is looking for Entry-Level Financial Advisor – Financial Education & Counseling in Carson, PA.
This local job opportunity with ID 3939353419 is live since 2026-11-03 17:21:59.
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. Provide one-on-one and small-group financial coaching to program participants. Help participants develop budgets, savings plans, and basic debt management strategies. Explain foundational concepts in banking, insurance, and introductory investing in clear, accessible language. Create and maintain individualized financial action plans and track participant progress. Support the design and delivery of financial literacy workshops and trainings. Collaborate with program staff and employer partners to align financial advising with participants’ career goals. Use basic financial planning tools, spreadsheets, and internal systems to document and analyze information. Identify participants needing additional support and connect them with appropriate internal or external resources. Model professionalism, ethical financial guidance, and inclusive communication at all times. Use participant feedback and program data to refine advising approaches and improve outcomes. Basic financial analysis Personal budgeting and cash flow management Introductory knowledge of banking products Introductory knowledge of insurance and investment concepts Proficiency with spreadsheets (e.g., Excel or Google Sheets) Data entry and record keeping Written and verbal communication Presentation and facilitation skills Coaching and mentoring skills Time management and organization Customer service orientation Basic familiarity with financial planning tools or software Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Bachelor’s degree in finance, economics, business, accounting, or a related field preferred Relevant internships or experience in banking, financial services, or customer service a plus Interest in pursuing financial certifications over time (e.g., CFP coursework) Comfort with obtaining future licenses if role evolves (e.g., securities or insurance licenses) Strong communication and coaching abilities with diverse young adults5c143e31-5e48-4549-b638-05792d185386
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