Entry-Level Financial Advisor
Strive Solutions
McCandless, PAFresher10m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- Budgeting
- Work
- On-site in McCandless
- Pay
- Not stated by the employer.
- Skill demand
- Budgeting71%of 112 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
Entry-Level Financial Advisor for the Financial Planning and Advisory team within Banking, Insurance & Investment.
Key Responsibilities
- Support client financial assessments
- Create basic financial plans with guidance from senior advisors
- Assist clients with budgeting and savings strategies
- Help provide education on investments and long-term financial wellness
- Contribute to client presentations and prepare reports
- Collaborate with senior advisors to develop recommendations
- Use data and financial information to support advisory work
Qualifications
- Strong understanding of personal finance concepts (budgeting, savings, investing)
- Ability to work with financial data to inform recommendations
- Good communication skills for preparing and supporting client materials
- Collaborative mindset and willingness to learn from senior advisors
- Commitment to inclusive, mission-driven service that supports economic mobility