Personal Financial Advisors

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Job Task

• Interviews client with debt problems to determine available monthly income after living expenses to meet credit obligations.
• Establishes payment priorities to plan payoff method and estimate time for debt liquidation.
• Explains to individuals and groups financial assistance available to college and university students, such as loans, grants, and scholarships.
• Interviews students to obtain information and compares data on students' applications with eligibility requirements to determine eligibility for assistance program.
• Contacts creditors to arrange for payment adjustments so that payments are feasible for client and agreeable to creditors.
• Prepares required records and reports.
• Assists in selection of candidates for specific financial awards or aid.
• Authorizes release of funds to students.
• Opens account for client and disburses funds from account to creditors as agent for client.
• Determines amount of aid to be granted, considering such factors as funds available, extent of demand, and needs of students.
• Calculates amount of debt and funds available.
• Counsels client on financial problems, such as excessive spending and borrowing of funds.

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