Financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). Financial Planner Assistant Responsibilities: Assist in the daily function of the
As the Investment Services Administrator, you will provide service excellence to the Lincoln Financial Securities (LFS) field force while supporting operational and administrative areas including but not limited to: account opening, account transfers, investment processing, direct check and application business, mutual funds, annuities, partnerships, cash movement, retirement accounts and various other tasks and responsibilities integral
Below you will find the details on the Financial Aid Representative position including any supplementary documentation and questions you should review before applying to the opening. Duties and Responsibilities To assist all Northern Virginia Community College students who have applied for financial aid, or who wish to, by providing information that will guide each student
The Society of Grownups Financial Planners are the Society’s in-house resource for financial advice and life planning, believing that there is a whole demographic of underserved people out there just waiting to be engaged in the right way, especially when it comes to financial literacy. Our community of Advisors will be the primary source of financial
Student Finance Advisors are responsible for assessing the financial needs of students from a variety of sources including documentation of financial status and personal interviews. Student Finance Advisors package financial aid according to government and University regulations and guidelines. ECPI University, with campuses in Virginia, North Carolina, South Carolina and Online, is a nationally ranked,
AIG Financial Network, the Career Distribution division of AIG Life and Retirement, may just have the right opportunity for you. We are expanding operations and looking for qualified individuals to sell, market, and service our superior, differentiated insurance products to existing clients and new customers. Prior sales or insurance experience is not required for this
Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities.
The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new caree
Our Financial Advisors receive all the training and support they need to run an office and help clients achieve their long-term financial goals.