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...
Company | Volunteers Of America Greater New York |
---|---|
Address | Bronx, NY |
Category | Accounting/Finance |
Salary | life 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...
2 days ago seen See more...
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...
2 months ago seen See more...
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