Financial Advisor Trainee: Hybrid Training

American Accounting Association; Gibsonia (Allegheny County); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Year Up United in Gibsonia, PA offers a Financial Advisor Training Program. You will learn core financial planning concepts, support budgeting and credit coaching, and assist with workshops for young adults on their path to economic mobility.

Under supervision, you prepare materials, track progress, and analyze basic financial data while collaborating with instructors and corporate partners to deliver compliant, impactful training in a hybrid setting.

Qualifications

• Training program with focus on financial literacy, budgeting, credit, and investing.
• Assist with coaching sessions and prepare learning materials.
• Collaborate with instructors and corporate partners under supervision.

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.
• Contribute to program delivery with instructors and partners while upholding compliance.

Skills

Financial planning fundamentals

Budgeting & cash flow analysis

Basic investment concepts

Credit and debt management

Data entry and recordkeeping

Excel

Google Sheets

Client service and communication

Financial literacy education

Regulatory and compliance basics

Presentation and workshop support

Education

CISA – Certified Information System Auditor

Tools

Excel

Google Sheets

Job description

Year Up United in Gibsonia, PA offers a Financial Advisor Training Program. You will learn core financial planning concepts, support budgeting and credit coaching, and assist with workshops for young adults on their path to economic mobility.

Under supervision, you prepare materials, track progress, and analyze basic financial data while collaborating with instructors and corporate partners to deliver compliant, impactful training in a hybrid setting.