Academic Advisor jobs in Dover, NH

Academic Advisor advises university/college students in course and major selection, requirements for selected area of concentration, and post-college plans. Assists students in setting academic goals, course planning and career development. Being an Academic Advisor may work with individual students or groups. Requires a bachelor's degree in counseling or related field or its equivalent. Additionally, Academic Advisor typically reports to a supervisor or manager. The Academic Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Academic Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

C
Advisor
  • CNI Consulting Inc.
  • Portsmouth, NH FULL_TIME
  • Job Description

    Overview

    The New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships.

    This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven experience with new business and sales goals.

    The New Business Advisor will work in tandem with Wealth Advisors within the firm in a team relationship model.

    Responsibilities

    • Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
    • Work with firm team members to identify and implement an appropriate investment strategy for each client based on their goals, objectives, and risk tolerance.
    • Work with client to develop individual investment objectives
    • Collaborate with strategic custodial partners and COIs to create and foster partnership
    • Reviews portfolio issues (i.e., taxes, liquidity events, etc.) as needed
    • Manage investment transition for new clients
    • Communicate and collaborates with the Investment Team regarding investment strategy and client portfolio structure
    • Provide recommendations to individuals and families enabling them to fulfill their financial goals
    • Identify insurance needs for clients and assess proper solutions
    • Ability to discuss investment performance, economic and market trends
    • Develop a knowledge of the client's entire financial and family situation and be able to structure investment and financial plan
    • Ability to discuss estate planning and work with internal and external resources to meet the estate planning goals of the client
    • Direct consultation with attorneys and accountants on financial, tax, and estate planning
    • Client meeting planning, facilitation, and presentation
    • Seek to increase current accounts through additions to AUM
    • Compliance awareness with all industry rules and regulations and firm policies
    • Other duties as assigned

    Qualifications

    • Minimum 10 years relevant experience within financial services, wealth management preferred
    • Strong organization and communication skills
    • Ability to work in a team environment
    • Proven track record and sales ability to close new business
    • Competence with industry software to include CRM, Portfolio Management system, MS Office, custodial platform
    • Last updated : 2024-03-07

  • 19 Days Ago

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Wealth Advisor
  • CNI Consulting Inc.
  • Portsmouth, NH FULL_TIME
  • Overview The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management ...
  • 19 Days Ago

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Beauty advisor
  • Kohl's
  • Portsmouth, NH FULL_TIME
  • Drive sales through an authentic passion for beauty. Engaging Clients through identifying their needs with a consultative approach, top beauty brands and best in class merchandise sets. Key Accountabi...
  • 19 Days Ago

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Service advisor
  • Find A Wrench
  • Seabrook, NH FULL_TIME
  • Great AUTOMOTIVE SERVICE WRITER needed to lead our growing team of ASE and TIA Certified Automotive Technicians. Our client is a leading automotive service provider and tire dealer with many locations...
  • 21 Days Ago

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Mortgage advisor
  • Cubitt & West
  • Portsmouth, NH FULL_TIME
  • Would a company who pays for your professional CEMAP qualification work for you? We will do just that! No gimmicks, no catch, just a great opportunity for you .. If we feel you have what it takes, we ...
  • 24 Days Ago

M
Beauty advisor
  • Macys
  • Newington, NH FULL_TIME
  • Immediate Openings Start Right Away! Competitive Hourly Rates Schedules to meet your availability! Referral Program Employee Discount at Macys AND Bloomingdales About : Macys is proudly Americas Depar...
  • 24 Days Ago

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0 Academic Advisor jobs found in Dover, NH area

U
Professional Academic Advisor
  • University of New England
  • Biddeford, ME
  • The Professional Academic Advisor is responsible for delivering academic and pre-professional advising to undergraduates...
  • 3/28/2024 12:00:00 AM

G
Assistant Teacher (Bilingual in English and Spanish or Haitian Creole)
  • Greater Lawrence Community Action Council
  • Lawrence, MA
  • Job Summary: The Assistant Teacher will be responsible for maintaining a cooperative, harmonious relationship with profe...
  • 3/28/2024 12:00:00 AM

S
Online Adjunct Faculty - Artificial Intelligence
  • Southern New Hampshire University
  • Hooksett, NH
  • Description Southern New Hampshire University is a team of innovators. World changers. Individuals who believe in progre...
  • 3/27/2024 12:00:00 AM

U
Clinical Assistant/Assoc. Professor in Health Sciences
  • University System Of New Hampshire
  • Durham, NH
  • Position Details Summary Operating Title Clinical Assistant/Assoc. Professor in Health Sciences Long Classification Titl...
  • 3/27/2024 12:00:00 AM

U
Lecturer in Community and Environmental Planning
  • University System Of New Hampshire
  • Durham, NH
  • Position Details Summary Operating Title Lecturer in Community and Environmental Planning Long Classification Title Camp...
  • 3/27/2024 12:00:00 AM

B
High School Counselor
  • Bishop Brady High School
  • Concord, NH
  • Job Description Job Description Bishop Brady High School is seeking dynamic and proactive candidates for full-time schoo...
  • 3/27/2024 12:00:00 AM

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Guidance Counselor
  • NH Job Corps
  • Manchester, NH
  • Job Description Job Description Work for a company that makes a difference. We are growing! NH Job Corps is hiring for a...
  • 3/26/2024 12:00:00 AM

F
Open Rank Faculty Member for the Doctor of Physical Therapy
  • Franklin Pierce University
  • Manchester, NH
  • Open Rank Faculty Member for the Doctor of Physical Therapy Franklin Pierce University, in partnership with the national...
  • 3/24/2024 12:00:00 AM

Dover is a city in Strafford County, New Hampshire, United States. The population was 29,987 at the 2010 census, the largest in the New Hampshire Seacoast region. The population was estimated at 31,398 in 2017. It is the county seat of Strafford County, and home to Wentworth-Douglass Hospital, the Woodman Institute Museum, and the Children's Museum of New Hampshire....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Academic Advisor jobs
$49,265 to $62,665
Dover, New Hampshire area prices
were up 1.4% from a year ago

Academic Advisor in Bremerton, WA
To achieve perfect academic advising, you need to work on yourself.
December 24, 2019
Academic Advisor in Danbury, CT
It's true that academic advisors can help you pick out your classes for next semester, but their job goes beyond that.
December 11, 2019
Academic Advisor in Kingsport, TN
For example, a professor who teaches in the School of Nursing will also act as an advisor for nursing students.
December 06, 2019