Junior Financial Advisor: Launch Economic Mobility

Year Up United; Pennsylvania; Presencial; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

Year Up United seeks an Entry Level Financial Advisor to support young adults as they build financial capability and long‑term stability. 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.

Formación

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

Responsabilidades

• 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, and collaborate with program staff and employer partners.

Conocimientos

Budgeting

Saving

Credit-building

Student loan literacy

Data tracking

Workshop facilitation

Coaching

Communication

Descripción del empleo

Year Up United seeks an Entry Level Financial Advisor to support young adults as they build financial capability and long‑term stability. 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.