Financial Advisor (Entry-Level)

Entry Level Financial Advisor Support the Financial Planning and Advisory team in the Banking, Insurance & Investment space by helping clients complete financial assessments and develop basic financial plans. Assist with budgeting and savings guidance, and provide education on investing to improve clients’ financial literacy. Key Duties Include Gather and analyze client information to support financial recommendations.Create and maintain basic budgeting and planning materials.Assist with the preparation of presentations and client reports.Collaborate with senior advisors to review insights and refine recommendations.Promote an inclusive, mission-driven approach that supports long-term financial well-being. Qualifications And Skills Strong interest in personal finance, budgeting, savings, and investments.Comfort using data to inform recommendations.Good communication and ability to prepare clear client materials.Collaborative mindset and commitment to serving diverse communities.