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Financial Mentor Jobs (NOW HIRING)

Pioneer Center

Therapeutic Mentor

Woodstock, IL · On-site

$15 - $33/hr

The Therapeutic Mentor facilitates skill building, identification and use of natural support, and ... limited to financial and agency information pertaining to Pioneer stakeholders. Creative ...

PIONEER CENTER GROUP

Therapeutic Mentor

Woodstock, IL · On-site

$15 - $33/hr

The Therapeutic Mentor facilitates skill building, identification and use of natural support, and ... limited to financial and agency information pertaining to Pioneer stakeholders. Creative ...

Page Group USA

Associate, Debt Finance

Manhattan, NY · On-site

$365K - $435K/yr

... corporates and financial institutions. Renowned for its cross-border strength and multi ... Mentor junior team members and contribute to their professional growth. Profile A successful ...

Lone Star College

$16.22/hr

Mentor will also provide financial aid options and assist students with finding and utilizing appropriate resources. Required to provide high level information. May interact one-on-one with students.

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Financial Mentor information

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$31.5K

$71.6K

$115K

How much do financial mentor jobs pay per year?

As of Aug 3, 2026, the average yearly pay for financial mentor in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What are some common challenges Financial Mentors face when working with clients and how can they effectively address them?

Financial Mentors often encounter clients who may feel anxious or overwhelmed about their financial situations, which can create barriers to open communication and progress. Building trust and rapport is key, as is providing clear, actionable guidance tailored to each individual's goals. Financial Mentors also need to stay updated on personal finance tools and resources to offer relevant, up-to-date advice. Collaborating with other professionals, such as credit counselors or tax advisors, may be necessary to provide comprehensive support. Patience, empathy, and strong communication skills help mentors effectively guide clients through their financial journeys.

What are the key skills and qualifications needed to thrive as a Financial Mentor, and why are they important?

To thrive as a Financial Mentor, you need a solid understanding of personal finance, budgeting, and financial planning, often supported by experience in finance or a related field. Familiarity with financial management software, spreadsheets, and sometimes certifications like AFC (Accredited Financial Counselor) can be beneficial. Strong interpersonal skills, patience, and the ability to communicate complex concepts clearly are essential for building trust and effectively guiding clients. These skills are crucial for empowering individuals to make informed financial decisions and achieve their financial goals.

What is the difference between Financial Mentor vs Financial Advisor?

AspectFinancial MentorFinancial Advisor
CredentialsTypically no formal certifications required; focus on guidance and supportOften holds certifications like CFP, CFA, or CPA
Work EnvironmentInformal, educational, and coaching settingsProfessional, client-facing financial planning firms or banks
Employer & Industry UsageUsed by individuals seeking personal financial guidance; less regulatedHired by clients for comprehensive financial planning and investment advice

Financial Mentors provide informal guidance and support to help individuals improve their financial literacy and habits, often without formal certifications. Financial Advisors, on the other hand, are licensed professionals offering personalized financial planning and investment advice. Both roles aim to assist with financial goals but differ in credentials, formality, and scope of services.

Is 40 too late to start a career in finance?

Starting a career as a financial mentor or in finance at age 40 is possible, as many roles value experience and transferable skills. Success depends on gaining relevant knowledge, such as certifications like the CFA or CFP, and building a network, regardless of age.

What are Financial Mentors?

Financial Mentors are professionals who guide individuals or businesses in managing their finances, setting financial goals, and developing strategies to achieve those goals. Unlike financial advisors, mentors focus on education and empowerment, helping clients build financial literacy and confidence in their decision-making. They can assist with budgeting, debt management, saving strategies, and overall financial planning, often providing ongoing support and accountability.

Is $200,000 enough to work with a financial advisor?

For a financial mentor or financial advisor, having $200,000 in assets or investments can be sufficient to seek personalized financial guidance, especially if the advisor charges a percentage fee or flat rate. Many advisors work with clients across a range of asset levels, but the scope of services and fee structures may vary based on the amount managed.

What would 3 financial advisors do with $10,000?

A financial mentor or advisor would typically recommend investing the $10,000 in diversified assets such as stocks, bonds, or mutual funds to grow wealth over time. They might also suggest paying down high-interest debt or establishing an emergency fund, depending on the client's financial goals and risk tolerance. Using financial planning tools and certifications like CFP can help ensure tailored advice.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills. High earnings are often associated with successful independent advisors or those working in affluent markets, and they may also earn commissions or bonuses in addition to fees. Achieving this level typically requires certifications like the CFP and a focus on high-net-worth clients.
More about Financial Mentor jobs
What job categories do people searching Financial Mentor jobs look for? The top searched job categories for Financial Mentor jobs are:
Financial Mentor jobs near you
Infographic showing various Financial Mentor job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Mentor

The Research Foundation of the City University of New York

Long Island City, NY • On-site

$19.12 - $23.97/hr

Part-time

Re-posted 21 days ago

Research Foundation of the City University of New York rating

7.8

Company rating: 7.8 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

137th of 761 rated non-profit organizations

Job description

Thank you for considering a career with the Research Foundation of The City University of New York (RFCUNY).
The team at RFCUNY is made up of dedicated, talented professionals committed to providing the services that allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries.
We are pleased that you are interested in exploring opportunities to join RFCUNY.
Primary Location:
LAGUARDIA C. C.
Bargaining Unit:
Yes
Assist faculty in designing, creating and maintaining technology-enhanced tools and resources for classrooms, such as:
  • PowerPoint presentations
  • Creating web pages with Dreamweaver
  • Managing courses in Blackboard and WordPress
  • Creating documents
  • Incorporating images and sound into learning resources
  • Assist in the development of ePortfolios
  • Develop multimedia projects
  • Assist with library database and Internet searches
  • Mentors assist in the ePortfolio studio, helping students to develop their ePortfolios
  • Assist ePortfolio consultants and SSMs during FYS studio hours and workshops
  • Use available resources to get help in solving technology-related problems/questions (e.g. textbooks, help menus, tutorials, Internet, other STMs, technology experts, instructors and CTL staff)
  • Create learning tutorials as needed
  • Troubleshoot application issues and Internet search problems
  • Provide one-on-one training to faculty and students in various technology tools
  • Develop new knowledge and skills using technology
  • Assist professors with technology-related surveys
  • Mentor faculty and students through providing technology-based information
  • Make suggestions when appropriate
  • Other duties as assigned

Qualifications
Must be a current LaGuardia student through Spring 2026.
  • Have completed a minimum of 9 credits and have a GPA of 3.0.
  • Must demonstrate proof of technology skill either through an advanced level Portfolio or demonstrate knowledge of Windows operating system and MS Office
  • Have a willingness to learn a variety of software programs.
    ePortfilio, blackboard, design, Web 2.0 technologies and
    HTML/CSS coding
  • Must be responsible, mature, possess good communication
    and listening skills, good interpersonal skills, and maintain
    good attendance as well as punctuality
  • Have a desire to help others learn

Pay Range:
$19.12 - $23.97/hour
RFCUNY Benefits
RFCUNY Employee Benefits and Accruals (link to https://www.rfcuny.org/RFWebsite)
About the Research Foundation
The Research Foundation of The City University of New York (RFCUNY) is a nonprofit educational corporation founded in 1963 to provide post-award fiscal and administrative support for CUNY's research and sponsored programs. RFCUNY's services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society's most pressing challenges.
RFCUNY serves as a fiscal agent and works closely with all the CUNY campus Grants Offices to perform the core functions of post-award financial management for CUNY research projects and sponsored programs. These functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY's research and sponsored programs.
Equal Employment Opportunity Statement
The Research Foundation of the City University of New York is an Equal Opportunity/Affirmative Action/Americans with Disabilities Act/E-Verify Employer. It is the policy of the Research Foundation of CUNY to provide equal employment opportunities free of discrimination based on race, color, age, religion, sex, pregnancy, childbirth, national origin, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, marital status, domestic violence victim status, arrest record, criminal conviction history, or any other protected characteristic under applicable law.

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