Financial Advisor
3 weeks ago
Company Overview: The Fedcap Group is a leading provider of high-quality programs and services designed to improve the economic well-being of individuals and families. Our mission is to make sustainable differences in people's lives by providing opportunities for education, employment, and self-sufficiency.
Salary: $50,000 - $54,000 per year, depending on experience.
Job Description: We are seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for assisting clients in setting personal financial goals and developing strategies to achieve those goals. This includes helping clients navigate complex financial situations, building assets, and addressing financial emergencies. You will also serve as a mentor, liaison, and troubleshooter based on clients' career plans.
Essential Job Functions:
- Observe all policies and procedures, and attend all required training and certifications as scheduled.
- Develop collaborative relationships with local financial institutions.
- C coordinate with Career Development Specialists to assist clients in understanding and exploring available financial options to increase financial security.
- Explain the benefits of NYCHA rent incentives and Earned Income Tax Credit to clients.
- Conduct child support assessments and make referrals to HRA's Office of Child Support Services, as necessary.
- Utilize Single Stop USA, Inc. (SS) benefit screening platform to determine benefits available and assist clients in obtaining desired benefits.
- Coordinate with Career Development Specialists regarding financial issues that adversely impact client engagement and completion of career plan goals.
- Flexibly provide services according to clients' schedules to maintain engagement and completion of programs.
- Document activities, participation, progress, and completion of training programs in case records and computer systems.
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Financial Advisor Professional
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Private Client Financial Specialist
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Brooklyn, United States Citizens Financial Group, Inc. Full timeDescription Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a...
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Private Client Financial Advisor
5 days ago
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Private Client Financial Advisor
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Financial Advisor- Marine Park, NY
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Private Client Advisor
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J.P. Morgan Wealth Management
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J.P. Morgan Wealth Management
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Financing Advisor
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