Deskripsi Pekerjaan
Join our dynamic team as a Student Advisor and play a pivotal role in shaping students' financial futures. This unique position combines financial expertise with educational guidance, allowing you to make a meaningful impact while developing your professional skills. You'll analyze student financial portfolios, develop personalized wealth planning strategies, and provide actionable advice on education funding options. The role emphasizes building strong client relationships through trust, transparency, and consistent follow-up, while contributing to our mission of accessible education financing. This part-time opportunity is ideal for finance professionals passionate about education advocacy and student empowerment.
Tanggung Jawab
- Conduct comprehensive financial analysis for student portfolios
- Develop tailored wealth planning strategies for education funding
- Review and optimize client financial profiles regularly
- Build and maintain strong relationships with students and families
- Collaborate with cross-functional teams to enhance service delivery
- Track and contribute to sales targets for financial products
- Stay updated on education financing trends and regulations
Kualifikasi
- Bachelor's degree in Finance, Business, Education, or related field
- 1+ years experience in financial advisory or education counseling
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Proficiency in financial planning software
- Sales experience with financial products preferred
- Ability to work flexible hours including weekends