Financial Services Advisor
4 weeks ago
Who Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the lives of our students for the better through education. That's more than our purpose; it's our promise to you and our students
What we're looking for: Financial Services Advisor at our San Leandro campus.
Summary: 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. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.
What We Offer: The targeted starting pay range for this position is between $27-$31 per hour. Our benefits program for full-time colleagues includes medical, dental, and vision coverage, as well as flexible spending and health savings accounts. You will accrue two to three weeks of paid vacation in your first five years with eleven paid holidays. We offer state-compliant sick leave, disability insurance, and company-paid life insurance. We offer a 401k profit-sharing plan with a discretionary match and tuition assistance to employees.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. Below are the minimum requirements of the education, experience, knowledge, and skills
required to competently perform in this position. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
Education and/or Experience -
• Bachelor's degree preferred
• Must qualify for Professional Access to the National Student Loan Data System (NSLDS)
• Two plus years related financial advising and/or training experience preferred
• PC skills in Microsoft Office, Internet applications and database software.
• Experience with Student Financial Aid software application a plus.
• Excellent oral and written communication skills.
• Must be a self-starter with the ability to multi-task
-
Financial Advisor
1 month ago
San Antonio, United States First Command Financial Services, Inc. Full timeJob DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...
-
Financial Advisor
1 month ago
San Antonio, United States First Command Financial Services, Inc. Full timeJob DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...
-
Financial Advisor
4 weeks ago
San Jose, California, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to credit union clients. This employment opportunity at Excite Credit Union in San Jose, CA would allow you to join the Investment Program at Excite Credit Union as a Financial Advisor associated with LPL Financial. Under this...
-
Financial Advisor
5 months ago
San Diego, United States Root Financial Partners Full timeCompany DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...
-
Financial Advisor
4 months ago
San Antonio, United States Sequoia Financial Group Full timeSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...
-
Financial Advisor
3 weeks ago
San Ramon, United States Summit Financial Group, LLC Full timeAbout Us: Summit Financial Group is a high-touch, wealth management firm located in San Ramon, CA with over 3B in management and 20 + years of experience. We pride ourselves on being a community of like-minded peers, learning together and sharing insights and best practices. Our mission is to champion advisors by providing the resources and support needed to...
-
Financial Advisor/Financial Planner
2 months ago
San Diego, United States Financial Alternatives Full timeJob DescriptionJob DescriptionTitle: Financial Advisor/Financial PlannerOverviewBe a part of our advisor team and develop and present financial plans, participate in client meetings, and provide follow-up analysis and advisory services to clients. Pursue a career path as a Financial Advisor who will become a crucial member of our financial planning and...
-
Certified Financial Advisor
2 weeks ago
San Antonio, Texas, United States Financial Life Advisors Full timeAbout Financial Life Advisors: Financial Life Advisors (FLA) is a premier financial planning firm dedicated to delivering personalized experiences that empower clients to achieve financial success. We pride ourselves on being a well-established, fee-only firm committed to providing exceptional service.Position Overview: We are seeking a full-time CERTIFIED...
-
Financial Advisor
3 months ago
San Diego, United States Priority Financial Group Full timeJob DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...
-
Client Service Associate
3 days ago
San Antonio, Texas, United States Advisor Employee Services Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Advisor Employee Services. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Provide timely and accurate responses to client inquiries...
-
Certified Financial Advisor
2 weeks ago
San Antonio, Texas, United States Financial Life Advisors Full timeAbout Financial Life Advisors (FLA): FLA is dedicated to providing clients with unparalleled experiences, offering tailored ongoing support and the essential resources for financial success. We are a well-established and rapidly expanding, fee-only financial planning firm.Position Overview: We are in search of a friendly and skilled CERTIFIED FINANCIAL...
-
Student Financial Aid Advisor
3 days ago
San Leandro, California, United States Carrington College Full timeJob SummaryCarrington College is seeking a highly skilled Financial Services Advisor to join our team at our San Leandro campus.Key Responsibilities:Meet with applicants and students to discuss their eligibility for federal financial aid programs.Calculate anticipated awards in PELL, SEOG, Stafford/Direct, and supplementary loans, as well as other Title IV...
-
Senior Financial Advisor
6 days ago
San Diego, California, United States Regional Government Services Full timeAbout the RoleRegional Government Services is seeking a highly skilled Senior Advisor to join our Finance Services team. As a Senior Advisor, you will provide comprehensive financial management services to local government partner agencies, solving complex accounting and finance problems.Key ResponsibilitiesManage fiscal operations of public agencies,...
-
Financial Services Advisor
12 hours ago
San Francisco, California, United States EF Education First Gruppe Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at EF Education First Gruppe. As a key member of our Student Accounts team, you will play a crucial role in supporting students with their financial responsibilities, ensuring a seamless experience from enrollment to graduation.Key ResponsibilitiesFinancial Guidance: Serve...
-
Financial Advisor
2 weeks ago
San Francisco, California, United States Golden 1 Credit Union Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our Investment Services team at Golden 1 Credit Union. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesMeet with members to...
-
Financial Services Advisor
3 months ago
San Jose, United States Carrington College Full timeJob DescriptionJob DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the lives of our students for the better through education....
-
Financial Strategy Advisor
1 week ago
San Antonio, Texas, United States Raymond James Financial Incorporated Full timePosition Overview: In this role, you will operate under minimal supervision, leveraging specialized expertise and skills acquired through experience and training to provide valuable insights to Financial Advisors and their clientele on comprehensive financial planning matters. This may encompass areas such as portfolio structuring, tax advisory, retirement...
-
Financial Advisor
7 days ago
San Jose, United States First Tech Federal Credit Union Full timeDescription First Tech aspires to be an organization that reflects the technology-focused members that we serve. We are the credit union of choice for HP, Microsoft, and Amazon employees - just to name a few. As such, First Tech is recognized as an innovative and dynamic organization built to help our members reach their dreams. We have a new opening for an...
-
Financial Services Advisor
3 weeks ago
San Jose, United States Carrington College Full time $27 - $31Job DescriptionJob DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the lives of our students for the better through education....
-
Financial Advisor
2 weeks ago
San Jose, California, United States New York Life Insurance Company Full timeFinancial Advisor at New York Life Insurance CompanyNew York Life Insurance Company, a leader in the financial services sector with a legacy spanning over 175 years, is dedicated to fostering transparency, integrity, and a positive influence within communities. The organization prioritizes growth, innovation, and a commitment to diversity and...