Entry Level Financial Advisor

Year Up United; Hampton (VA); On-site; USD 38,000 - 54,000; Full time

Job summary

Year Up United in Virginia is seeking an Entry Level Financial Advisor to help young adults build financial capability and long‑term stability. You will coach participants on budgeting, saving, credit building, and student loan literacy, while supporting basic financial planning and goal setting.

You will use data to track outcomes, refine workshops, and collaborate with program staff and employer partners in a learning‑oriented, mission‑driven environment.

Qualifications

• Passion for economic mobility and helping young adults build financial capability.
• Ability to explain financial concepts clearly to diverse audiences.
• Eagerness to grow in a supportive, learning-focused culture.

Responsibilities

• Coach participants on budgeting, saving, credit building, and student loan literacy.
• Assist with basic financial planning and goal setting for participants.
• Connect participants to vetted banking and investment partners.

Skills

Budgeting

Financial literacy coaching

Data tracking

Job description

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.