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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 ...

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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$31.5K

$71.6K

$115K

How much do financial mentor jobs pay per year?

As of Jun 14, 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.

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.
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 June 2026, with employment types broken down into 60% Full Time, and 40% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Member Support Agent, Phones

University of Illinois Community Credit Union

Champaign, IL • On-site, Remote

$21.22/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

The Phone Agent is a financial mentor that listens to our members' needs.  Phone Agents look out for our members' best interest and offer solutions to improve their financial life.  The Agent will expertly represent UICCU and form professional relationships with our members. 
A Phone Agent will:

  • Build member loyalty.
  • Provide solutions for internal and external 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.
  • Efficiently serve members to ensure timely and quality service.
  • Consistently identify the needs of members and recommend appropriate Credit Union solutions in order to build member loyalty and meet or exceed organizational goals.
  • Assist members with account needs, answer questions about products and services, and resolve problems that are within their authority to resolve. Refer problems that are beyond their authority to appropriate team members along with their recommendations.
  • Own internal and external member concerns, issues, and complaints, and ensure the appropriate follow up to achieve proper resolution.


Salary & Benefits

  • Starting salary is $21.22 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.
  • This is a full-time position with hours Monday through Friday 8:30 a.m. to 5:30 p.m & rotating Saturdays 9:00am - 12N


Location
This position may be located at any of our branch locations in Champaign, McLean, or Vermillion County and may have the opportunity to work remotely based on performance. 
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.  
UICCU continues to be named a Best Place to Work!!!

Experience
Three years to five years of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

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