Entry Level Financial Advisor

American Accounting Association; Gibsonia (Allegheny County); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Year Up United in Gibsonia, Pennsylvania is seeking an Entry Level Financial Advisor to support young adults as they build financial capability and long term stability. You will coach participants on budgeting, saving, credit building, and student loan literacy; assist with basic financial planning and goal setting; and connect them to vetted banking and investment partners.

This mission-driven role uses data to track outcomes, refine workshops, and collaborate with program staff and employer

Qualifications

• Experience delivering personal finance education.
• Foundational knowledge of financial planning concepts.
• Ability to analyze budgets and cash flow.
• Experience with debt and credit management guidance.
• Familiarity with student loan literacy and repayment options.
• Experience tracking outcomes and generating basic reports.
• Strong presentation and workshop facilitation skills.
• Interviewing clients and intake for financial coaching.

Responsibilities

• Provide one-on-one financial coaching on budgeting, saving, credit, and debt.
• Facilitate workshops on core personal finance topics for young adults.
• Support participants in setting financial goals and action plans.
• Track financial outcomes and maintain participant records.
• Collaborate with program staff to integrate financial education into curricula.
• Refer participants to vetted banking and financial services partners.
• Use data to improve coaching approaches and workshop content.
• Communicate complex financial concepts in clear, accessible language.
• Support outreach and engagement for financial education events.
• Uphold Year Up's values of equity, inclusion, and continuous learning.

Skills

Personal finance education

Financial planning basics

Budgeting and cash-flow analysis

Credit and debt management

Student loan literacy

Data tracking and reporting

Presentation and facilitation

Client interviewing and intake

Tools

Excel or Google Sheets

CRM or case management software

Job description

Job Details

Year Up United seeks an Entry Level Financial Advisor to support young adults as they build financial capability and long term stability. In this mission-driven role, you'll coach participants on budgeting, saving, credit building, and student loan literacy; assist with basic financial planning and goal setting; and connect them to vetted banking and investment partners. You'll use data to track outcomes, refine workshops, and collaborate with program staff and employer partners. Ideal candidates are passionate about economic mobility, comfortable explaining financial concepts clearly, and eager to grow in a supportive, learning-focused culture.

• Employer Year Up United
• Location Gibsonia, Pennsylvania
• Salary Competitive
• Closing date Oct 3, 2026
• Focus Area Budgeting & Resource Allocation, Credit Control
• Role Type Advisor, Staff / Associate
• Role Level Entry
• Work Mode Hybrid
• Employment Type Full Time
• Organization Type Corporate

Responsibilities

• Provide one-on-one financial coaching on budgeting, saving, credit, and debt.
• Facilitate workshops on core personal finance topics for young adults.
• Support participants in setting financial goals and building action plans.
• Track financial outcomes and maintain accurate participant records.
• Collaborate with program staff to integrate financial education into curricula.
• Refer participants to vetted banking and financial services partners.
• Use data to improve coaching approaches and workshop content.
• Communicate complex financial concepts in clear, accessible language.
• Support outreach and engagement for financial education events.
• Uphold Year Up's values of equity, inclusion, and continuous learning.

Required Skills

• Personal finance education
• Financial planning basics
• Budgeting and cash-flow analysis
• Credit and debt management
• Student loan literacy
• Excel or Google Sheets
• Data tracking and reporting
• Presentation and facilitation
• Client interviewing and intake
• CRM or case management software