Entry Level Financial Advisor

Year Up United; Pittsburgh (Allegheny County); On-site; USD 42,000 - 62,000; Full time

Job summary

Year Up United seeks an Entry Level Financial Advisor to help young adults build financial capability and long-term stability. You’ll coach budgeting, saving, credit building and student loan literacy, 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. Ideal candidates are passionate about economic mobility, able to explain financial concepts clearly, and eager to

Qualifications

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

Responsibilities

• Support young adults in building financial capability and long-term stability.
• Explain financial concepts clearly and accessibly.
• Grow in a supportive, learning-focused culture.

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.