Financial and Advisor Specialist Job at Robert Half (New Gloucester)

Financial and Advisor Specialist

We are looking for a Financial and Advisor Specialist to support students as the...

Location

United States , New Gloucester

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree required
Previous experience in sales, customer support, or another client-facing environment
Familiarity with student financial aid concepts and the ability to explain them clearly
Strong verbal communication skills with a courteous and detail-oriented phone manner
Ability to manage administrative tasks with accuracy and attention to detail
Comfortable working on-site in an office setting
Capable of assisting students with empathy and sound judgment

Job Responsibility

Guide students through course planning and registration decisions based on their academic goals
Respond to financial aid inquiries by explaining processes, timelines, and available support options in a clear manner
Provide information on academic programs and discuss how they align with potential career outcomes
Deliver high-quality service through phone and in-person interactions, ensuring students receive timely assistance
Support advising operations by handling account-related tasks, payment-related questions, and general administrative coordination
Maintain accurate records and follow established procedures to help the advising team operate efficiently

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Financial and Advisor Specialist

We are looking for a Financial and Advisor Specialist to support students in New...

Location

United States , New Gloucester

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
Previous experience in sales, customer service, or a student-facing support role
Ability to work on-site in New Gloucester, Maine
Knowledge of student financial aid processes or the ability to learn them quickly
Strong verbal and written communication skills with a detail-oriented phone manner
Organized approach to administrative work, including account-related and payment-related support
Comfortable assisting students with sensitive questions in a clear, courteous, and solutions-focused manner

Job Responsibility

Guide students through course planning and scheduling to help them stay aligned with their academic goals
Respond to financial aid inquiries with clear explanations and accurate information about available support options
Discuss academic programs and potential career outcomes so students can make informed enrollment decisions
Provide attentive assistance over the phone and through other communication channels while delivering a positive student experience
Support advising operations by handling administrative tasks related to student records, account activity, and documentation
Assist with account setup and payment-related questions to ensure students receive timely and accurate support
Work closely with the advising team to address student needs and maintain consistent service standards

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan

Financial and Advisor Specialist

We are looking for a detail-oriented Financial and Advisor Specialist to join ou...

Location

United States , New Gloucester

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a relevant field is required
Previous experience in sales and customer service is essential
Strong communication skills, including attentive phone etiquette
Ability to work effectively in an office environment
Familiarity with financial aid processes and administrative procedures
Detail-oriented with excellent organizational and multitasking abilities
Proficiency in handling incoming payments and account setups
A commitment to providing outstanding service and support to students

Job Responsibility

Assist students with course scheduling and provide insights into academic programs and career pathways
Respond to inquiries about financial aid options and processes to ensure students have a clear understanding
Offer personalized advising to support students in achieving their educational goals
Maintain accurate records of account setups and incoming payments to ensure smooth administrative operations
Handle phone communication with professionalism, addressing student concerns and providing prompt resolutions
Collaborate with team members to enhance the advising experience and improve operational efficiency
Monitor and oversee administrative tasks related to student financial aid processes
Deliver exceptional customer service to students and their families to create a positive advising experience
Support the team in executing day-to-day office tasks and ensuring compliance with institutional policies

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Financial and Advisor Specialist

This is a contract position where you will play a pivotal role in guiding studen...

Location

United States , New Gloucester

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in a relevant field is required
Proven experience in customer service and sales is essential
Strong knowledge of student financial aid processes and procedures
Proficiency in administrative tasks and account management
Excellent communication skills, both written and verbal
Ability to work effectively in an office setting
Familiarity with handling incoming payments and maintaining financial records
Demonstrated ability to prioritize tasks and manage time efficiently

Job Responsibility

Provide assistance to students with course scheduling and academic planning
Answer inquiries regarding financial aid programs and eligibility requirements
Offer guidance on career outcomes and program options to support student success
Manage account setups and ensure proper handling of incoming payments
Maintain administrative oversight to ensure compliance with institutional policies
Deliver exceptional customer service through attention to detail and effective communication
Utilize phone etiquette to address student concerns and provide clear information
Collaborate with advising teams to streamline student support processes
Assist with the organization and documentation of financial aid materials
Participate in contract-based assignments or day events as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Financial Analysis Specialist Advisor

The Financial Analysis Specialist Advisor role requires a minimum of 8 years of ...

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Minimum 8+ years of financial cost controlling experience
Experience in annual financial planning, forecasting and monthly close/ variance
Ability to interact, engage and influence senior business leaders
Knowledge of SAP and financial reporting structure
Hands on and detail oriented, with a strong ability to co-ordinate across different Geographies
Ability to manage multiple functions at same point of time
8+ years of relevant experience or equivalent combination of education and work experience required
Undergraduate degree/ Post graduate degree and 2-4years relevant experience preferred
SAP experience required

Financial Analysis Specialist Advisor

The Financial Analysis Specialist Advisor is a pivotal role that involves formul...

Location

India , Bengaluru

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Formulate annual operating plan and forecast for various functions in concurrence with business and finance leaders
Demonstrate deep understanding of underlying business drivers and assist business/ finance leaders to attain strategic business vision
Advise business leaders on attaining their business targets
Ensure minimal variance to annual operating plan and forecast. Ensure all variances are thoroughly explained and justified
Have periodic review of financials with business & finance leaders
Ability to be a team player, troubleshooter and a consensus-builder
Excellent verbal and written communications skills
Ability to thrive in Ambiguity and embrace change
Ability to aggregate large volumes of data and construct useful analysis for Management insights
Excellent presentation skills

New

Financial Advisor & Planner - Private Wealth Specialist

In this role, you'll apply your expertise to help train next-generation AI syste...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles
Strong expertise in client-facing personal finance, investment planning, and wealth strategy
Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy
U.S.-based, with current authorization to work as an independent contractor in the United States
Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations
Experience engaging in client discovery, goal-setting, and ongoing portfolio management

Job Responsibility

Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning
Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows
Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles
Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families
Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges
Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations
Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems

Fulltime

Associate Financial Advisor

A growing independent wealth management firm is expanding its team. Known for de...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management or financial services
Active Series 65, CFP, CPA, or CFA required
Strong understanding of financial planning and fiduciary standards
Excellent communication, organization, and relationship management skills
Experience with financial planning and CRM platforms preferred (eMoney, Orion, Practifi, Schwab Advisor Center)
Collaborative mindset with a strong desire to learn and grow in a fast-paced environment

Job Responsibility

Prepare and update financial plans using planning software
Support advisors with comprehensive financial planning and client service
Participate in client meetings and maintain ongoing client relationships
Assist with account administration, investment service requests, and portfolio maintenance
Help improve workflows, processes, and client service delivery
Collaborate with advisors and internal specialists to support client goals
Stay current on compliance requirements, firm policies, and industry trends

What we offer

Competitive compensation with bonus potential
Medical, vision, dental, and life and disability insurance
401(k) plan
Educational support
Free online training

Fulltime

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Financial and Advisor Specialist

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