The Financial Advisor will be responsible for managing all aspects of client relationships and tailoring investment portfolios based on the clients’ financial planning goals, investment objectives and personal needs.
Job Requirements:
- Promote financial planning and investment services
- Support the financial aid advisor role
- Develop retirement plans to help reach financial goals
- Manage financial aid applications (FAFSA)
- Providing tax preparation, tax audit support and tax planning year round
- Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
- Identify and meet financial goals
- Assessing the financial needs of clients
- Verify student financial aid applications
- Evaluate client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process
- Deliver financial planning and investment management to own list of clients
- Review member/client’s financial situation
- Help financial professionals achieve financial and business goals
- Celebrate achievements Just as work hard to help clients achieve financial goals
- Develop required financial aid reports
- Attend financial aid training sessions
- Launch or advance financial planning career
- Develop financial plans for clients and prospects
- Analyze and assess member/client’s financial situation, and financial and investment services available to member/client
- Identify and solve the financial needs of clients by offering investment products