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Financial Advisor
3 weeks ago
Guerra Wealth Advisors Miami, United StatesIf you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name · With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you're able to spend 90% of your time sitting with clients ...
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Financial Advisor
4 weeks ago
PNC Miami, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
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Financial Advisor
3 weeks ago
PNC Financial Services Group Miami, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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Financial Advisor
1 week ago
PNC Financial Services Group Miami, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
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Financial Advisor
4 days ago
Compu-Med Vocational Careers Corp Miami, United StatesSummary: · This position is responsible for assisting students to correctly complete applications for financial assistance from federal, state, and local programs. Must maintain compliance with all State, Federal, Title IV Funding requirements and accrediting standards. Keep upd ...
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Financial Advisor
2 weeks ago
Compu-Med Vocational Careers Corp Miami, United StatesSummary: · This position is responsible for assisting students to correctly complete applications for financial assistance from federal, state, and local programs. Must maintain compliance with all State, Federal, Title IV Funding requirements and accrediting standards. Keep upd ...
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Voya Financial Miami Advisor
1 week ago
Voya Financial Advisors Inc Miami, United StatesVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor relationships. · This position will be respons ...
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Senior Financial Aid Advisor
3 weeks ago
University of St. Augustine for Health Sciences Miami, United StatesGENERAL SUMMARY · The University's Senior Financial Aid Advisor position is responsible for all aspects of the student financing process. The individual will counsel students and their families on financial matters relating to the cost of attending the university; counsel on paym ...
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Senior Financial Aid Advisor
1 week ago
University of Saint Augustine Miami, United StatesGENERAL SUMMARY · The University's Senior Financial Aid Advisor position is responsible for all aspects of the student financing process. The individual will counsel students and their families on financial matters relating to the cost of attending the university; counsel on pay ...
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Senior Financial Aid Advisor
2 weeks ago
University of St. Augustine Miami, United StatesThe mission of the University of St. Augustine for Health Sciences is the development of professional health care practitioners through innovation, individualized, and quality classroom, clinical, and distance education. · GENERAL SUMMARY The Universitys Senior Financial Aid Adv ...
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Financial Advisor
6 days ago
New York Life Pembroke Pines, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insur ...
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Financial Advisor
2 weeks ago
New York Life Pembroke Pines, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insur ...
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Bank of America Pembroke Pines, United StatesFinancial Solutions Advisor Registration Candidate - Consumer Investments - Washington Park Financial Center · Hollywood, Florida · Job Description: · This job will be open and accepting applications for a minimum of seven days from the date it was posted. · At Bank of Americ ...
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Morgan Advisors
2 days ago
JPMorgan Chase Bank, N.A. Miami, United StatesJ.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial fi ...
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Service Associate
1 week ago
PSG Global Solutions Miami, United StatesThe Service Associate enhances the client experience and must maintain a high level of client service and branch support. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor and branch needs. The S Associate, Financial Advisor, ...
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Sr Client Advisor
1 week ago
Seacoast Banking Corporation of Florida Miami, United StatesThis position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services Client Advisor, Leadership, A ...
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Senior Wealth Advisor SAFE Act
3 weeks ago
Citi Miami, United States Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
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Senior Admissions Advisor
3 weeks ago
West Coast University Miami, United StatesChoose To Make A Difference: · The Senior Admissions Advisor for a certified Great Place to Work, is responsible for the prospective student entrance process of the campus Admissions Department with an emphasis on customer service. Assists other Admissions Advisors to help them ...
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Truist Financial Corporation Miami, United StatesProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advi Financial Consultant, Investm ...
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Entry Level
3 days ago
Equitable Services Miami, United StatesEntry Level - Financial Advisor - FL, Miami · **Primary Location** : UNITED STATES-FL-Miami · **Organization** : Equitable Advisors · **Description** · **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our m ...
Financial Advisor - Miami, United States - Compu-Med Vocational Careers Corp
2 weeks ago
Description
Summary:
This position is responsible for assisting students to correctly complete applications for financial assistance from federal, state, and local programs. Must maintain compliance with all State, Federal, Title IV Funding requirements and accrediting standards. Keep updated on changes in the administration of Financial Aid programs by attending training workshops and reading financial Aid publications and related materials.
Responsibilities:
-Ensures duties and responsibilities are aligned with CompuMed Vocational Careers (CMVC) Mission and Vision.
-Interprets, implements and ensures the University is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid rules and regulations.
-Responsible for packaging, awarding, and distribution of federal and state financial aid resources to eligible students in accordance with all federal and state rules and regulations.
-Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies. Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs. Programs and opportunities may include scholarships.
-Assist with developing, implementing and maintaining policies and procedures that ensure timely and accurate processing of financial aid programs and the highest quality of services.
-Assist in presenting financial aid entrance and exit workshops to students, prospective students, parents and the community.
-Advises students regarding academic and career objectives in relation to financial aid; reviews student status to determine continuance or increase/decrease of financial aid. Assist in providing training, evaluation, work direction and guidance to assigned staff. Reviews and monitors the work of staff to ensure compliance and accuracy with all state and federal policies and regulations.
-Participates on University committees as required or in the absence of the Associate Vice President of Financial Aid.
-Ensures high level of customer service is being provided throughout the student Financial Aid process Ensures that all relevant paperwork is accurate and personally filled out by the student and or family member as it applies.
-Performs data entry and file maintenance on the CampusVue, and related data management systems. Performs need analysis and financial aid packaging in CampusVue and related data management systems.
-Verifies and corrects financial aid application data. Prepares Professional Judgment applications for review by the Associate Vice President of Financial Aid and Compliance Officer Maintains FA student files, assembles new student information and application packages and performs other clerical assignments
Requirements:
High School Diploma Required
Bilingual (English/Spanish) Preferred
-Excellent communication skills and have a flexible schedule, with one to two evening shifts a week or as needed. Ability to work in fast paced environment. CampusVue experience required.
-Minimum 1 year prior work experience in Financial Aid Department in a post secondary institution. Experience in working with COD and FSEOG.
-1 years of sales or related experience with a proven track record of success, Excellent communication skills, Relates well with others & ability to build great rapports.
-Requires persistence combined with a positive attitude and approach to work and others Self-motivating work style, Ability to work well in a fast paced, results driven environment. Dynamic, outgoing and positive with a strong focus on exceptional customer service.
-Must be proficient in basic computer skills & Strong organizational. Excellent Time management skills.
