Junior Financial Advisor – Budgeting & Credit Coaching

Year Up United; Pitcairn (Allegheny County); On-site; USD 42,000 - 56,000; Full time

Job summary

Year Up United seeks an Entry Level Financial Advisor to help young adults build financial capability and stability. You’ll coach budgeting, saving, credit building, and student loan literacy, and assist with basic financial planning and goal setting.

You’ll connect participants to vetted banking and investment partners, track outcomes with data, and collaborate with program staff and employer partners in a learning-focused culture.

Qualifications

• Passionate about economic mobility.
• Comfortable explaining financial concepts clearly.
• Eager to grow in a learning-focused culture.

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.
• Use data to track outcomes, refine workshops.
• Collaborate with program staff and employer partners.

Skills

Budgeting

Saving

Credit building

Student loan literacy

Explain financial concepts

Data tracking

Coaching

Job description

Year Up United seeks an Entry Level Financial Advisor to help young adults build financial capability and stability. You’ll coach budgeting, saving, credit building, and student loan literacy, and assist with basic financial planning and goal setting.

You’ll connect participants to vetted banking and investment partners, track outcomes with data, and collaborate with program staff and employer partners in a learning-focused culture.