A company is looking for a Financial Services Advisor to assist students with financial aid eligibility and awards.Key ResponsibilitiesAssist applicants and students in determining eligibility for federal financial aid programsCalculate anticipated awards for various financial aid programs, including PELL, SEOG, and Stafford / Direct loansPackage and award Title IV and non-Title IV aid in accordance with governmental regulations and institutional proceduresRequired QualificationsAssociate's degree (A.
A., A.S.) or equivalent from a two-year college or technical schoolMinimum of three (3) years of experience in financial aid or an equivalent combination of education and experienceAbility to perform essential duties and responsibilities satisfactorilyHigh level of ethics required in counseling studentsWillingness to undergo a thorough background screening as part of the hiring process
Bilingual Associate Financial Advisor - Advisory Services
A company is looking for an Associate Financial Advisor Bilingual - Advisory Services. Key Responsibilities:Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discu...
Financial Advisor
Capstone Partners is seeking an experienced financial advisor to join our team in the third quarter, to partner with us on our mission to impact the lives of your clients in Southern California. Investments, advisory services and a robust suite of private alternative investments. Fee-based financial...
Financial Services Advisor
A company is looking for a Financial Services Advisor to assist students with financial aid eligibility and awards. Minimum of three (3) years of experience in financial aid or an equivalent combination of education and experienceAbility to perform essential duties and responsibilities satisfactoril...
Financial Comprehensive Advisor
As a Financial Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at Capstone Partners. Join our...
Financial Services Professional
Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs th...
Financial Advisor
We specialize in guiding clients through their financial journeys, offering a wide array of services including income strategies, wealth management, annuities, investments, and insurance solutions. Position Overview: Financial Advisor (Zero Prospecting). Temecula and Roseville, California, is a prem...
Financial Services Advisor
The Financial Services Advisor meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non -Title IV programs. What we're looking for: Financial ...
Financial Services Advisor
The Financial Services Advisor meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non -Title IV programs. What we're looking for: Financial ...
Annuity Case Manager - Financial Firm
Financial Services industry experience required. Experiences with financial services back-office case management work preferred. Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful company? Our financial planning fi...
Financial Services Advisor
If so, we’d love to talk with you about Monterra Credit Union’s Financial Services Advisor Position!. Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals. Do you possess a broad knowledge of financial products and services?. Discoun...