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Financial Mentor Jobs (NOW HIRING)

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.

GitLab

FP&A Manager, R&D

$108K - $141K/yr

Collaborate with cloud hosting finance, mentor finance team members, and use AI, spreadsheets, and data tools to deliver accurate, timely analysis. What You'll Bring * Experience as a finance ...

Our Next Energy

Program Finance Manager

Novi, MI · On-site

Collaborate with FP&A and corporate finance teams to ensure accurate reporting and alignment with consolidated financials * Mentor and guide junior finance staff as needed Equal Opportunity Employer ...

Northwestern Mutual

Be Seen First

Financial Representative - (Training & Mentorship Provided)

Creve Coeur, MO · On-site

$85K - $300K/yr

... the training, mentorship, and support needed to help you launch a rewarding career as a Financial Advisor. No prior financial services experience is required. What You'll Do As a Financial ...

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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 23, 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 is a financial mentor?

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.

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.

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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Universal Service Representative, Teller First Street

UNIVERSITY OF ILLINOIS COMMUNITY CR

Champaign, IL • On-site

$17.19/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 22 days ago

Job description

The Universal Service Representative (USR) is a financial mentor that listens to our member needs. They look out for our member's best interest and provide guidance on solutions to improve their financial life. The USR will expertly represent UICCU and form professional relationships with our members.
Our USRs will:
  • Build member loyalty.
  • Provide in person and digital solutions for peers and members.
  • Build and maintain product knowledge, so they may assist members with financial needs.
  • Focus on compliance and security.

Essential Functions & Responsibilities:
  • Consistently provide outstanding service focusing on member service and member loyalty skills.
  • Consistently identify the needs of members and recommend appropriate credit union solutions in order to meet and exceed production goals and help achieve organizational goals.
  • Balances cash drawer and maintain integrity of inventory.
  • Adheres to credit union policy and procedures to ensure accuracy and attention to detail in all member transactions.
  • Own member problems, issues, and complaints and ensure the appropriate follow-up to achieve the best resolution.
  • Maintain flexibility and willingness to provide assistance at other branch locations as needed, including Saturday rotation.

Salary and Benefits:
  • Starting salary is $17.19 per hour.
  • Comprehensive insurance options including Health, Dental, and Vision for full-time employees.
  • 401K eligibility, including company match program.
  • Generous paid time off benefits.

UICCU is an Equal Opportunity Employer. We are committed to cultivating an inclusive and safe culture where our employees feel they belong.
We will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Shift:
  • Monday-Friday: 8:45am - 5:15pm
  • Rotating Saturdays: 8:45am - 1:15pm

UICCU has been named a Best Place to Work for the past 9 years!
Experience
Up to six months of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.
Requirements
  • Cash handling experience along with proven customer service
  • Problem solving skills
  • Team player
  • Flexibility with schedule

Apply