Financial Advisor Trainee - Education and Budgeting Pathway

American Accounting Association; Allison Park (PA); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Year Up United in Allison Park, PA seeks motivated professionals for our Financial Advisor Training Program within Educational Services. You will learn budgeting, credit, and investing concepts while supporting participants on their journey to economic mobility.

Under close supervision, you'll assist with financial coaching sessions, prepare learning materials, track participant progress, and analyze basic financial data.

Qualifications

• Fundamental financial planning knowledge required.
• Experience in budgeting and cash flow analysis preferred.
• Basic understanding of investment concepts beneficial.

Responsibilities

• Support delivery of financial literacy and advising curriculum to young adults.
• Assist with budgeting, credit, and basic investment coaching under supervision.
• Prepare learning materials, tools, and resources for workshops and classes.
• Track and document participant progress and outcomes in program systems.
• Conduct basic financial data analysis and produce simple reports.
• Collaborate with instructors, coaches, and corporate partners on program delivery.
• Maintain confidentiality and follow compliance and ethical guidelines.
• Participate in training, feedback, and continuous learning activities.
• Provide high-quality customer service and respond to participant questions.
• Contribute to an inclusive, equity-driven, and mission-focused culture.

Skills

Financial planning fundamentals

Budgeting & cash flow analysis

Basic investment concepts

Credit and debt management

Data entry and recordkeeping

Excel

Google Sheets

Client service

Financial literacy education

Regulatory basics

Tools

Excel

Google Sheets

Job description

Year Up United in Allison Park, PA seeks motivated professionals for our Financial Advisor Training Program within Educational Services. You will learn budgeting, credit, and investing concepts while supporting participants on their journey to economic mobility.

Under close supervision, you'll assist with financial coaching sessions, prepare learning materials, track participant progress, and analyze basic financial data.