What are the responsibilities and job description for the Financial Advisor - Entry Level position at Bluegrass Stream?
Role: Entry Level Financial Advisor
Responsibilities
Responsibilities
- Support young adults in developing financial skills such as budgeting, saving, credit building, and student loan literacy.
- Assist with basic financial planning and goal setting to promote long-term stability.
- Connect participants to vetted banking and investment partners.
- Use data to track outcomes, improve workshops, and collaborate with program staff and employer partners.
- Passion for economic mobility and community impact.
- Ability to clearly explain financial concepts.
- Comfort with data analysis and using insights to refine program activities.
- Eagerness to learn and grow within a supportive, learning-focused environment.