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WPI seeks to hire a Financial Aid Counselor to serve as a primary source of financial aid information, providing customer service, counseling, and complex office support functions as it pertains to the Office of Student Aid & Financial Literacy including, but not limited to, evaluating and processing financial aid application materials, working with internal and external entities with a strong focus on customer service and financial aid procedures.
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Attend and participate in TruStage and LPL Financial meetings, virtual and face to face, as scheduled. Generate revenue for the credit union's Retirement & Investment Center program by utilizing our affiliation with TruStage Wealth Management Services, Inc. (TruStage) and LPL Financial to develop long term relationships through prescribed methods, growing the business consistently and appropriately.
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5+ years experience using various financial reporting software such as SAP, MicroStrategy and Corporate Performance Management platforms such as Prophix & Hyperion or Magnitude. The position requires a Financial Analyst who enjoys forming innovative, conceptual solutions to financial and profitability analysis issues.
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Preferred: RCRA, DOT, HAZWOPER (24-hour minimum), First Aid/CPR/AED. Ascend Elements is revolutionizing the production of lithium-ion battery materials by establishing a clean and sustainable supply chain using recycled feedstock.
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Refer students to relevant student support offices including, but not limited to, Academic Advising, Financial Aid, Tutoring, Student Accessibility Services, and Career Services. Refer students to relevant student support offices including, but not limited to, Academic Advising, Financial Aid, Tutoring, Student Accessibility Services, and Career Services.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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This position can be done fully remote What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments.
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For our client which is among the world's largest Financial Technology companies, we are looking for a versatile UX/UI Designer to join their Boston-based product development team, building one of our most groundbreaking products yet.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager. Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.
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Responsibilities include all aspects of merchandising, Associate development, customer service, and financial oversight. Assist the Store Team Leader with managing payroll budgets, expenses, store banking, shrink reduction, and the timely completion of related reports to ensure financial and operational goals are met.
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General Statement of Duties: The Associate Director, Accounting Manager for Worcester State Foundation and University Advancement is responsible for upholding the integrity of the department's financial accounting systems.
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This experience typically includes: monitoring occupant space utilization, energy and water conservation, sustainability and environmental hazards programs; coordinating alteration and renovation projects; gathering information to assess the level of customer satisfaction, i.e., surveys, interviews with tenant contacts, focus groups; monitoring real property budgetary and financial data; and, administration of repair and/or operation and maintenance contracts.
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As an organization we focus on holistic support by providing financial budgeting and management, identifying child care and mental health resources, education, and workforce development opportunities, while meeting the basic needs of food, safety, and shelter.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity.
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financial aid jobs in Worcester, MA
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