financial advisor

BROKNET Group MEA

<div><h4 class="jobSectionHeader"><b>UAE, KSA, Bahrain, Kuwait, Oman, Qatar, Egypt, Lebanon, Jordan, Nigeria, Kenya, Morocco, rest of Africa</b><b> - </b><b>JBSA0122112017</b></h4><p>
We are a fast-growing technology focused broker&amp; adviser network and we are currently recruiting for IFA&rsquo;s to join our network members around the Middle East &amp; Africa region. We are looking for people who is specialized in pension and investment advice for high net worth and high earnings expats living in the Middle East &amp; Africa.<br>
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All of our associates in (UAE, Oman, Bahrain, Lebanon, Africa) are highly professional people who pride themselves on taking good care of their clients and advisers.<br>
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Advisers applying for the role must believe in putting heir clients' interests first and favor regulated daily traded investment funds, that are suitable for retail investors held within suitable tax wrappers.</p><div><div><div><h4 class="jobSectionHeader"><b>
Requirements</b></h4></div><div><div><ul><li>
2 years proven working experience as a Financial adviser or relevant experience, preferably if its Insurance.</li><li>
Track record of successful insurance &amp; financial guidance</li><li>
Ability to analyze market's financial data and to provide appropriate data-based advice</li><li>
Strong communication, negotiation and presentation skills</li><li>
Accuracy, attention to detail and the ability to explain complex information clearly and simply</li><li>
Excellent PC knowledge and ability to operate database systems</li></ul><br>
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In Addition to two key differentiators:</b><br>
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 1. 5+ appointments with pre-qualified prospects will be provided every month. Around 1/3 of these appointments will lead to business within 2-3months of the initial appointment, plus some of the appointments that don&rsquo;t result in business within 2-3 months, will lead to business over the medium-longer term.<br>
 2. Advisers can be geographically independent. Meetings take place with clients over the phone or by Skype, meaning advisers can be based in UAE, Lebanon, or divide their time between 2 countries.<br>
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<b>Please note</b>: This position <b>is NOT for someone </b>from the accounting /auditing or financial management profession. This is a client facing, sales and target driven profession. Please only apply if you have the required investment product sales experience in insurance and financial services. 4 CISI / CII or equivalent UK financial services qualifications is a requirement.&quot;<br>
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Bonuses</b></h4></div><div><div>
This is a commission only role, so you need to have the drive and determination to be successful. If you want to earn more than &pound;100,000 in your first year and build your own sustainable business, then this job is for you&hellip;<br>
<ul><li>
Attractive sales incentives and international conventions are just some of the additional rewards available.</li><li>
As part of the recruitment process the company will put you through the course with Chartered Insurance Institute&rsquo;s for Financial Planning .</li><li>
Generous commission package as per your layer in the structure.</li></ul></div></div></div><div><div><h4 class="jobSectionHeader"><b>
Benefits</b></h4></div><div><ul><li>Full admin support provided from the Dubai head office</li><li>Remuneration is commission-only</li><li>Laptop / Printer provided plus reimbursement for office costs &ndash; phone bill, internet, stationery etc (negotiable)</li></ul>
Candidates should be qualified with a solid career record and industry references. Applicants without these qualifications may be considered for a Trainee adviser role, with a view to gaining qualified status within 2 years.<br>
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Client base locations: UAE, KSA, Bahrain, Kuwait, ,Oman, Qatar, Egypt, Lebanon, Jordan, Nigeria, Kenya, Morocco, rest of Africa<br>
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This position will allow you to be extremely flexible as you will be working from home as most of your time will be spent doing meetings via SKYPE.<br>
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Responsibilities</b></h4></div><div><div>
This position will allow you to be extremely flexible as you will be working from home as most of your time will be spent doing meetings via SKYPE.<br>
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Main responsibility is to design and implement effective marketing strategies to sell new financial plans &amp; insurance contracts<ul><li>
Contact potential clients and create rapport by networking, fact finding calling, using referrals etc.</li><li>
Appraise the wishes and demands of business or individual customers and sell the suitable protection plans</li><li>
Collect information from clients on their risk profiles in order to offer them the proper solution</li><li>
Prepare reports to shareholders on the success of your business endeavors</li><li>
Retain continuous awareness of transactions, sales and terms and keep relative records</li><li>
Check insurance claims to solidify trust and safeguard reputation</li><li>
Frequently replenish job-specific knowledge and apply it on the field</li><li>
Fulfill all company-established policy obligations</li></ul></div></div></div></div><br>
Apply Now</div>

Financial Advisor - MEA Remote

Johns Hopkins Aramco Healthcare

<div></div><div><div><div><div><div><div><div><div><h2 class="jobSectionHeader"><b>Job Title</b></h2>
</div><div>PATIENT FINANCIAL SERVICES ADVISOR.</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Family</b></h2>
</div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Function</b></h2>
</div><div>CFO</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Code</b></h2>
</div><div>30008791</div></div><div><div><h2 class="jobSectionHeader"><b>
Reports to Job</b></h2>
</div><div>Business Unit Lead</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Description Summary</b></h2>
</div><div>The Patient financial Services Advisor provides supervised assistance as needed to patients regarding financial responsibilities, and insurance coverage. This includes validating patient coverage and eligibility, explaining charges, payment expectations and patient copayment , and front line cash and tax invoicing , cash collection, and processing refunds, guide patient s through available payment options and installment plans to ensure patient satisfaction and efficient financial services.</div></div><div><div><h2 class="jobSectionHeader"><b>
Strategic Roles &amp; Responsibilities %</b></h2>
</div><div>00</div></div><div><div><h2 class="jobSectionHeader"><b>
Strategic Roles &amp; Responsibilities</b></h2>
</div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Operational Roles &amp; Responsibilities %</b></h2>
</div><div>100</div></div><div><div><h2 class="jobSectionHeader"><b>
Operational Roles &amp; Responsibilities</b></h2>
</div><div><ul><li>Verify insurance coverage and eligibility to ensure accurate billing and clear communication of financial responsibilities and address coverage discrepancies and work with insurance companies to resolve issues as needed</li><li>
Assist patients with financial responsibilities charges payment expectations and copayments and coordinate payment plans or offer information on financial assistance options and address basic financial inquiries Escalate complex issues to senior staff when necessary</li><li>
Handle frontline cash transactions including invoicing cash collection and refunds Ensure accurate processing of payments manage cash drawers or registers maintain transaction records reconcile cash receipts and report daily to the relevant reconciliation team or staff</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Education Required</b></h2>
</div><div>Bachelor degree in finance or related healthcare/finance field or Diploma with 6 8 years of experience in healthcare financial services</div></div><div><div><h2 class="jobSectionHeader"><b>
Professional Certifications Required</b></h2>
</div><div>None</div></div><div><div><h2 class="jobSectionHeader"><b>
Years of Experience</b></h2>
</div><div>Minimum 3 years' experience in Healthcare Financial Services</div></div><div><div><h2 class="jobSectionHeader"><b>
Languages</b></h2>
</div><div>English:Advanced ; Arabic:Fully Proficient</div></div><div><div><h2 class="jobSectionHeader"><b>
Functional Competencies</b></h2>
</div><div><ul><li>Due Diligence</li><li>
Audit Reporting</li><li>
Data Collection</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2>
</div><div><ul><li>Excellence</li><li>
Integrity</li><li>
Accountability</li><li>
Cybersecurity</li><li>
Person-Centered Care</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Acknowledgement</b></h2>
</div><div>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</div></div><div><div><h2 class="jobSectionHeader"><b>
Addendum Title</b></h2>
</div><div>No</div></div><div><div><h2 class="jobSectionHeader"><b>
Supplemental Work/Experience/Education Information</b></h2>
</div><div>N/A</div></div><div><div><h2 class="jobSectionHeader"><b>
Addendum Description</b></h2>
</div><div>N/A</div></div></div></div></div></div></div></div><p></p>

PATIENT FINANCIAL SERVICES ADVISOR.

West Coast University

<div><div>Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your technical financial aid skills to work ensuring proper eligibility and processing in accordance with federal, state, and institutional rules and regulations. What better way to be a part of a student&rsquo;s educational journey! We are over 110 years in education, still growing, and a recognized &ldquo;Great Place to Work&rdquo;. Come work and grow with us!</div><div></div><div><b><br>
You will make an impact by:</b></div><ul><li>
Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling.</li><li>
Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now.</li><li>
Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same.</li><li>
Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file.</li><li>
Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.</li><li>
Providing in-person student loan counseling for those who are unable to complete online counseling.</li></ul><div><b>
Your Experience Includes:</b></div><ul><li>
Minimum of 1 year&rsquo;s experience as a customer service provider in a professional environment.</li><li>
Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.</li><li>
Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively.</li><li>
Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.</li></ul><div><b>
Education:</b></div><ul><li>
Bachelor&rsquo;s degree from an accredited College or University is preferred. Experienced candidates will be considered without a degree provided they have more than 4 years of financial aid experience.</li></ul><div><b>
Licenses/Certifications:</b></div><ul><li>
May not be in default on a federal student loan or owe repayment on a federal grant.</li></ul><div>
#HEJ</div><p><b>
Do you want a career that allows you to make a difference in other people&rsquo;s lives? Discover what it means to truly believe in the work that you do at West Coast University.</b></p><p>
At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates&rsquo; professional growth.</p><p><i>
West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.</i></p></div>

Financial Aid Advisor

L Makeup Institute

<p><b>The Opportunity</b></p><p>Are you a detail-oriented financial aid professional looking for a better work-life balance? Our Las Vegas campus is seeking an experienced Financial Aid expert to join our team. We operate on a 4-day work week (Mon&ndash;Thu), giving you every Friday, Saturday, and Sunday off.</p><p>Whether you are a seasoned Officer with deep compliance and disbursement experience or a motivated Advisor with strong student-facing skills, we want to hear from you. <b>The final job title and compensation will be determined based on your depth of federal aid experience.</b></p><p><b>What You'll Do</b></p><p><i>Financial Aid Officer (Advanced Technical Focus)</i></p><ul><li>Process and reconcile disbursements in compliance with federal, state, and institutional policy - this is a core function of this role</li><li>Package and award financial aid (Pell Grants, Direct Loans, etc.) and manage the full award lifecycle</li><li>Own compliance: conduct file verifications and audits to ensure 100% accuracy in student records</li><li>Operate federal systems including COD and NSLDS</li></ul><p><i>Financial Aid Advisor (Student-Facing Focus)</i></p><ul><li>Guide students through the FAFSA process, explain award letters, and assist with document collection</li><li>Process and reconcile disbursements</li><li>Manage student caseloads from enrollment through graduation</li><li>Operate federal systems including COD and NSLDS</li></ul><p><i>Both roles share responsibility for maintaining audit-ready files and delivering an exceptional student experience.</i></p><p><b>Who You Are</b></p><p><i>The Technical Pro (Officer Level):</i> You have 4+ years of direct Financial Aid experience. You have personally processed disbursements, understand Title IV compliance inside and out, and can confidently manage audits and federal reporting. Disbursement experience is non-negotiable at this level.</p><p><i>The Motivated Professional (Advisor Level):</i> You have at least 2 years of Financial Aid office experience. You are comfortable with student-facing counseling and the FAFSA process, and you are ready to grow into the technical back-end of aid administration.</p><p><b>Requirements (Both Levels)</b></p><ul><li>Previous Financial Aid office experience is mandatory</li><li>Strong mathematical aptitude and obsession with detail</li><li>Must pass a background check and not be in default on a federal student loan</li><li>Knowledge of VA certification and GI Bill benefits is a significant plus</li></ul><p><b>What We Offer</b></p><ul><li><b>Work-Life Balance:</b> A consistent 3-day weekend, every week</li><li><b>Health Insurance:</b> Medical coverage</li><li><b>Paid Time Off:</b> Accrue PTO for vacations and personal needs</li><li><b>Career Growth:</b> Advisors have a direct path to Officer status. Officers have a direct path to Director status - we promote from within</li><li><b>Employee Discount &amp; Professional Development Support</b></li></ul><p>Pay: $45,000.00 - $70,000.00 per year</p><p>Work Location: In person</p>

Financial Aid Advisor / Officer - Enjoy a 3-Day Weekend!

Truist

<div><p><b>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.</b></p><p></p><p>
Need Help?</p><p></p><p><i>
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to </i><i>Accessibility</i><i> (accommodation requests only; other inquiries won't receive a response).</i></p><p></p><p><b>
Regular or Temporary:</b></p>
Regular<p></p><p><b>
Language Fluency: </b>English (Required)</p><p></p><p><b>
Work Shift:</b></p>
1st shift (United States of America)<p></p><h3 class="jobSectionHeader"><b>
Please review the following job description:</b></h3><p></p>
JOB SUMMARY<br>
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.<p></p><p>
ESSENTIAL DUTIES AND RESPONSIBILITIES</p><p>
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
</p><p>1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.</p><p>
2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.</p><p>
3. Assist clients with trades, requests for information, research, account problems, etc.</p><p>
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.</p><p>
5. Participate in the preparation for and delivery of client presentations and engagements.</p><p>
6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.</p><p>
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.</p><p>
QUALIFICATIONS</p><p>
Required Qualifications:</p><p>
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p>
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.</p><p>
2. 4 years professional experience, including 1 year of experience in the securities industry.</p><p>
3. FINRA Series 7 and 66.</p><p>
4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.</p><p>
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.</p><p>
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.</p><p>
Preferred Qualifications:</p><p>
1. Willingness to pursue additional credentials in the wealth and investment fields.</p><p></p><p><b>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: </b>All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</p><p></p><p><b><i>
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.</i></b></p><p></p><p>
EEO is the Law E-Verify IER Right to Work</p></div>

Financial Consultant, Truist Investment Services, Lancaster, PA

State Farm

<div><div><div><b>Benefits:</b></div>
<ul><li>401(k)</li>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
</ul></div><div><div>We are not just offering a job but a meaningful career! Come join our passionate team!
<br>
<br>
<b>Position Overview:</b>
</div><div>If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At our agency, we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.</div>
<div><br>
<b>Responsibilities:</b></div>
<ul><li>Offer comprehensive financial planning and advice to existing State Farm customer households.</li>
<li>Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.</li>
<li>Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement.</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity.</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.</li>
<li>Understand and ensure business adherence with financial industry regulatory policies.</li>
</ul><div><b>Required Qualifications:</b></div>
<ul><li>Bachelor's degree preferred.</li>
<li>Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.</li>
<li>Minimum of 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.</li></ul></div></div>

Registered Representative - State Farm Agent Team Member

MILESTONE HOMES REAL ESTATE BROKER

<p><b>Job Title:</b> Mortgage Advisor<br/><b>Company:</b> Biz Growth Management Consultancy<br/><b>Location:</b> Dubai, UAE (On-site)<br/><b>Employment Type:</b> Commission-Based</p><p><b>Job Overview:</b><br/>Biz Growth Management Consultancy is seeking a motivated and result-driven Mortgage Advisor to join our Dubai office. The ideal candidate will be responsible for generating mortgage leads, advising clients on suitable mortgage products, and closing deals with banks and financial institutions in the UAE.</p><p><b>Key Responsibilities:</b></p><ul><li>Source and generate mortgage leads through networking, referrals, and market outreach</li><li>Advise clients on mortgage options, eligibility, and documentation requirements</li><li>Assess client financial profiles and recommend suitable mortgage solutions</li><li>Coordinate with banks and financial institutions for approvals and processing</li><li>Maintain strong relationships with clients, real estate agents, and developers</li><li>Follow up on applications to ensure smooth and timely approvals</li><li>Achieve monthly and quarterly sales targets</li><li>Maintain accurate records of leads, conversions, and pipeline status</li></ul><p><b>Requirements:</b></p><ul><li>Previous experience in mortgage advisory, banking, real estate finance(UAE experience preferred)</li><li>Strong knowledge of UAE mortgage products and banking procedures</li><li>Excellent communication, negotiation, and interpersonal skills</li><li>Ability to work independently and on a commission-driven model</li><li>Strong networking and client acquisition skills</li><li>Results-oriented with a strong sales mindset</li></ul><p><b>Compensation:</b></p><ul><li>Commission-based structure</li></ul><p>Work Location: In person</p>

Mortgage Advisor

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