Senior Academic Advisor jobs in Bronx, NY

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FINANCIAL LITERACY BENEFIT ADVISOR/SENIOR CASE MANAGER

Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...

CompanyVolunteers Of America Greater New York
AddressBronx, NY
CategoryAccounting/Finance
Salarylife insurance, retirement plan
Date Posted 2 days ago See detail

Financial Literacy Benefit Advisor/Senior Case Manager

Volunteers Of America Greater New York

Bronx, NY

life insurance, retirement plan

Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...

Senior Financial Advisor, Yonkers

Savvy Wealth

Yonkers, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...