Financial Solutions Advisor
Virtual Vocations Inc
To support learners in overcoming financial barriers to education, the full-time Financial Solutions Advisor will develop long-term funding plans, provide comprehensive counseling on various financial aid options, and engage with learners through multiple communication channels in a remote environment. Key responsibilities Consult with learners to review and guide them through federal student aid, military benefits, and self-pay options Maintain accurate documentation of learner interactions and track progression through the Customer Relations Management system Participate in recruitment and retention activities, including virtual events and webinars, to offer funding guidance Required qualifications An earned bachelor's degree and 2-3 years of relevant work experience Strong knowledge of federal student aid and military education benefits Experience in a high-volume customer service environment, preferably in financial aid or higher education Ability to meet and maintain access requirements for secure federal and/or state websites Excellent interpersonal and communication skills
$65k
...Businesses & Families across the USAt the forefront of specialized financial services, we help families safeguard their assets and promise... ...their financial goals and concerns.Present tailored solutions to safeguard their assets effectively.Maintain a pulse on the...SuggestedFull timeFlexible hours$100k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider... ...advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates... ...investment advisory strategiesUnderstands client solutions that are best suited for their financial...SuggestedWork at office- ...Bank of America in Culver City is looking for a Financial Solutions Advisor Stage I. This role involves obtaining industry licenses and providing tailored financial solutions to clients. You will engage with customers to understand their financial needs and deliver personalized...Suggested
$28.85 - $33.65 per hour
...Bank of America is hiring a Financial Solutions Advisor Stage I in Fontana, CA. You will begin by obtaining SIE, Series 7 and Series 66 licenses and then move to a financial center to deliver core banking and investment solutions. Training and structured development...SuggestedHourly payMonday to Friday- ...Bank of America seeks a Financial Solutions Advisor Stage I in Danville, CA. You will begin by obtaining Securities Industry licenses and later offer comprehensive financial guidance, from client relationships to solutions across core banking and investment needs. Successful...SuggestedWork at office
- ...Bank of America in Irvine, CA is seeking a Financial Solutions Advisor Stage I. You will begin by pursuing Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships while delivering financial advice and solutions. After...
- ...Bank of America is seeking a Financial Solutions Advisor Stage I. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and dedicated study time, then apply skills to build and manage client relationships in a financial...
- ...Bank of America in California seeks a Financial Solutions Advisor Stage I to begin licensing steps, including SIE, Series 7 and Series 66. This role trains in a supportive academy and progresses to client-facing advisory work at a financial center. Strong licensing would...Work at office
- ...Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and build foundational advisory skills in client relationships and financial solutions. You will progress to broader advisory roles and collaborate with...
- ...Bank of America in the United States (Clark, NJ) seeks a Financial Solutions Advisor Stage I. You will start by obtaining SIE, Series 7, and Series 66 licenses, then build client relationships and provide solutions to help clients live better financially. Training and...
- ...Bank of America is seeking a Financial Solutions Advisor Stage I in Virginia to begin licensing paths (SIE, Series 7/66) and learn to manage client relationships with a consultative approach. You will start in a financial center and progress as you gain licenses and experience...
- ...Bank of America is recruiting for a Financial Solutions Advisor Stage I in New Brunswick, NJ. The role focuses on obtaining securities licenses (SIE, Series 7, Series 66), building client relationships, and guiding clients with solutions to meet financial goals. Training...
- ...Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining key securities licenses (SIE, Series 7, Series 66) and to grow into providing comprehensive client advice in a financial center. You’ll start with training, then build client relationships...
- ...Bank of America is hiring a Financial Solutions Advisor Stage I to begin with SIE, Series 7, and Series 66 licensing coursework, then progress to advising clients with comprehensive financial solutions. You will train in a financial center and work toward building a portfolio...Work at office
- ...Bank of America is hiring a Financial Solutions Advisor Stage I to begin with securities licensing and build foundational advisor skills. You'll learn SIE, Series 7, and Series 66 paths, then support clients with core banking and investment solutions in a collaborative...Work at officeFlexible hours
- ...Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66). You will learn foundational skills to build and manage client relationships and guide them with advice...
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workDay shift
- ...Carolina Foothills Federal Credit Union is hiring part-time Financial Solutions Advisors to greet members and handle a wide range of transactions at our Greenville branch, with a full-time floater role serving Spartanburg/Gaffney locations. You will open accounts, educate...Full timePart time
- ...Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing and build client relationships in a collaborative, in-office setting. You'll receive dedicated training, work toward Securities Industry licenses, and progress toward more...Work at office
$70k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayFlexible hoursDay shift- ...Bank of America is seeking a Financial Services Advisor to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. You will triage leads, refer clients to partners based on needs and asset thresholds, and review goals and...
- ...Bank of America in New York is seeking a financial professional who provides comprehensive advice and customized solutions to help clients meet financial goals. You will triage leads, refer to partners based on needs, and meet with clients to review goals. The role...Work at office
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Federal Credit Union is seeking a Civic Advisor to enhance member experience by offering... ...accurately, and guiding members through account solutions. The role emphasizes service quality,... ..., and teamwork to support member financial goals. Responsibilities include handling...
$70k - $80k
...Financial AdvisorThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...Temporary workWork at officeMonday to FridayShift workDay shift- ...Bank of America in Dedham, MA is seeking an advisor to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products. Role requires completing...
$70k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift- ...Financial Solutions Advisor IIAt Client, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each...Work at officeImmediate start
$65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayDay shift- ...Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift
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