Financial Advisor

5 days ago


San Marcos, California, United States Gamma Phi Beta Full time
Job Title: Financial Advisor

Gamma Phi Beta is seeking a dedicated and experienced Financial Advisor to promote chapter financial wellness and ensure executive council officers understand and maintain sound financial management practices.

Key Responsibilities:
  • Mentor and coach Financial department officers to develop their leadership and financial management skills.
  • Review and analyze financial reports to identify areas for improvement and provide recommendations for budgeting and financial planning.
  • Collaborate with the Financial Vice President and chapter officers to create and implement a comprehensive financial plan.
  • Ensure compliance with Gamma Phi Beta policies and procedures, as well as relevant laws and regulations.
  • Develop and maintain relationships with key stakeholders, including chapter officers, advisors, and finance supervisors.
  • Stay up-to-date with industry trends and best practices in financial management and leadership development.
Requirements:
  • 5-15 hours per week, on average.
  • Travel: up to 2 days per year.
  • Proficiency in Beta Base and OmegaFi.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Self-awareness of strengths, challenges, and motivation for volunteering.
Preferred Competencies and Experiences:
  • Knowledge of financial best practices.
  • Knowledge of Gamma Phi Beta policies, procedures, and plans.
  • Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies.

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