Entry Level Financial Advisor

Year Up United; Pennsylvania; On-site; USD 42,000 - 56,000; Full time

Job summary

Year Up United seeks an Entry Level Financial Advisor to support young adults as they build financial capability and long‑term stability. 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.

Qualifications

• Passionate about economic mobility.
• Comfortable explaining financial concepts clearly.
• Eager 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.
• Connect participants to vetted banking and investment partners.
• Use data to track outcomes, refine workshops, and collaborate with program staff and employer partners.

Skills

Budgeting

Saving

Credit-building

Student loan literacy

Data tracking

Workshop facilitation

Coaching

Communication

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.