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 create basic financial plans.Assist with budgeting, savings, and investment education for clients.Help prepare presentations and reports to communicate financial strategies.Collaborate with senior advisors to develop tailored financial advice.Use data analytics to inform recommendations and improve client outcomes.Contribute to delivering inclusive, mission-driven services that promote economic mobility and financial well-being for diverse young adults. Qualifications & Skills Strong interest in financial planning, banking, insurance, and investments.Excellent communication and interpersonal skills.Ability to collaborate effectively within a team.Analytical mindset with data-driven decision-making skills.Commitment to serving diverse communities and empowering clients toward financial stability.