Entry Level Financial Advisor

American Accounting Association; Monroeville (Allegheny County); Hybrid; USD 40,000 - 54,000; Full time

Job summary

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

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

Qualifications

• Must have training or experience in personal finance education.
• Solid understanding of basic financial planning concepts and budgeting.
• Ability to analyze cash flow and explain concepts clearly to young adults.
• Experience with debt management and credit education is preferred.
• Familiarity with student loan literacy and repayment options.
• Proficiency in Excel or Google Sheets for tracking outcomes.
• Ability to collect and report data to measure progress and results.
• Strong presentation and workshop facilitation skills.
• Experience interviewing clients and documenting intake information.
• Experience with CRM or case management software is a plus.

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.

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

Job description

Entry Level Financial Advisor

Employer Year Up United

Location Monroeville, Pennsylvania

Salary Competitive

Closing date Oct 1, 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

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.

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