Entry Level Financial Advisor

Year Up United; McKeesport (Allegheny County); Presencial; USD 38.000 - 60.000; Jornada completa

Descripción de la vacante

Year Up United seeks 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.

You’ll use data to track outcomes, refine workshops, and collaborate with program staff and employer partners.

Formación

• Passion for economic mobility and helping young adults succeed financially.
• Clear ability to explain financial concepts to participants with varying levels of knowledge.
• Eager to grow in a supportive, learning-focused culture.

Responsabilidades

• Coach participants on budgeting, saving, and responsible credit use.
• Assist with basic financial planning and goal setting for participants.
• Connect participants to vetted banking and investment partners.
• Use data to track outcomes and refine workshops.
• Collaborate with program staff and employer partners.

Conocimientos

Budgeting

Credit building

Student loan literacy

Coaching

Data tracking

Workshop facilitation

Descripción del empleo

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.