Entry Level Financial Advisor

Year Up United; West Mifflin (Allegheny County); On-site; USD 38,000 - 52,000; 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. 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.

Qualifications

• Coaching 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.

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.

Skills

Budgeting

Financial concepts

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.