Financial Advisor - Entry-Level

Role: Entry Level Financial Advisor within the Financial Planning and Advisory team, focusing on Banking, Insurance & Investment sectors. Responsibilities Support client financial assessments and assist in creating basic financial plans.Help with budgeting, savings, and investment education for clients.Prepare presentations and reports to communicate financial strategies effectively.Collaborate with senior advisors to develop tailored financial recommendations.Utilize data to inform decision-making and enhance client services.Contribute to inclusive, mission-driven initiatives aimed at empowering diverse young adults toward economic mobility and financial stability. Qualifications & Skills Strong interpersonal and communication skills.Interest in financial planning, banking, insurance, or investment sectors.Ability to work collaboratively and support team goals.Motivated to serve diverse communities and promote financial literacy.