Foreign Studies Advisor assists and advises students looking to travel abroad for studies, employment, and volunteering. Plans and leads information sessions regarding overseas opportunities, registration, credit transfer, and financial aid. Being a Foreign Studies Advisor requires a bachelor's degree. Typically reports to a manager. The Foreign Studies Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Foreign Studies Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts. Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.
Summary
The Client Service Associate reports to the CERTIFIED FINANCIAL PLANNER™ and is critical to appropriately leveraging the Advisors’ time. This position utilizes excellent time-management and problem-solving skills to confidently process, follow-up, document and track paperwork, account opening and funding to completion.
Essential Duties and Responsibilities
Knowledge, Skills, and/or Abilities
Education and/or Experience
The ideal candidate will have 2 years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: mutual funds, equities, annuities, insurance, managed accounts and various account registration types
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0 Foreign Studies Advisor jobs found in Hyannis, MA area