What are the responsibilities and job description for the Entry Level Financial Advisor position at American Accounting Association?
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Employer Year Up United Location Gibsonia, Pennsylvania Salary Competitive Closing date Sep 30, 2026
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Focus Area Budgeting & Resource Allocation, Credit Control Role Type Advisor, Staff / Associate Role Level Entry Work Mode Hybrid Employment Type Full Time Organization Type Corporate
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Job Details
Year Up United seeks an Entry Level Financial Advisor to support young adults as they build financial capability and long term stability. In this mission-driven role, 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. Ideal candidates are passionate about economic mobility, comfortable explaining financial concepts clearly, and eager to grow in a supportive, learning-focused culture.
Responsibilities
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Employer Year Up United Location Gibsonia, Pennsylvania Salary Competitive Closing date Sep 30, 2026
View more categoriesView less categories
Focus Area Budgeting & Resource Allocation, Credit Control Role Type Advisor, Staff / Associate Role Level Entry Work Mode Hybrid Employment Type Full Time Organization Type Corporate
Apply now
You need to sign in or create an account to save a job.
Send job
Job Details
Year Up United seeks an Entry Level Financial Advisor to support young adults as they build financial capability and long term stability. In this mission-driven role, 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. Ideal candidates are passionate about economic mobility, comfortable explaining financial concepts clearly, and eager to grow in a supportive, learning-focused culture.
Responsibilities
- Provide one-on-one financial coaching on budgeting, saving, credit, and debt.
- Facilitate workshops on core personal finance topics for young adults.
- Support participants in setting financial goals and building action plans.
- Track financial outcomes and maintain accurate participant records.
- Collaborate with program staff to integrate financial education into curricula.
- Refer participants to vetted banking and financial services partners.
- Use data to improve coaching approaches and workshop content.
- Communicate complex financial concepts in clear, accessible language.
- Support outreach and engagement for financial education events.
- Uphold Year Up's values of equity, inclusion, and continuous learning.
- Personal finance education
- Financial planning basics
- Budgeting and cash-flow analysis
- Credit and debt management
- Student loan literacy
- Excel or Google Sheets
- Data tracking and reporting
- Presentation and facilitation
- Client interviewing and intake
- CRM or case management software
- LinkedIn
Send job
Apply now
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