Financial Advisor Training Program

American Accounting Association; Monroeville (Allegheny County); Hybrid; USD 35,000 - 55,000; Full time

Job summary

Year Up United in Monroeville, PA, seeks motivated professionals for our Financial Advisor Training Program within our Educational Services model. In this role, you will learn fundamental financial planning, budgeting, credit, and investing concepts while supporting program 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

• Financial planning fundamentals
• Budgeting and cash flow analysis
• Basic investment concepts
• Credit and debt management
• Data entry and recordkeeping
• Excel or Google Sheets
• Client service and communication
• Financial literacy education
• Regulatory and compliance basics
• Presentation and workshop support

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 and cash flow analysis

Basic investment concepts

Credit and debt management

Data entry and recordkeeping

Excel or Google Sheets

Client service and communication

Financial literacy education

Regulatory and compliance basics

Presentation and workshop support

Job description

Financial Advisor Training Program

Employer Year Up United Location Monroeville, Pennsylvania Salary Competitive Closing date Oct 1, 2026

Focus Area Budgeting & Resource Allocation, Corporate / International Finance, Credit Control, Education & Research Role Type Advisor Role Level Staff Certifications CISA – Certified Information System Auditor Work Mode Hybrid Employment Type Full Time Organization Type Corporate

Year Up United seeks motivated professionals for our Financial Advisor Training Program within our Educational Services model. In this role, you will learn fundamental financial planning, budgeting, credit, and investing concepts while supporting program 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. You'll collaborate with instructors and corporate partners, gaining exposure to advisory tools and compliance basics while building a pathway toward a career in financial services and education.

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

Required Skills

• Financial planning fundamentals
• Budgeting and cash flow analysis
• Basic investment concepts
• Credit and debt management
• Data entry and recordkeeping
• Excel or Google Sheets
• Client service and communication
• Financial literacy education
• Regulatory and compliance basics
• Presentation and workshop support