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Become An Advising Assistant

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Working As An Advising Assistant

  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Interacting With Computers
  • Making Decisions and Solving Problems
  • Establishing and Maintaining Interpersonal Relationships
  • Mostly Sitting

  • $89,160

    Average Salary

What Does An Advising Assistant Do At H&R Block

* Serve as a liaison between clients and senior staff in gathering tax documentation and other information to complete the tax engagement for the Tax Advisor.
* Handle various aspects of the tax return preparation engagement including entry of client information, W
* s, 1099 and other basic forms.
* Leverage internal resources to research tax issues; effectively use all Block Advisors programs.
* Review completed tax return with Tax Advisor; finalize and assemble tax returns.
* Remain current with company policies and procedures.
* Attend all required training for the position.
* Develop a high level of knowledge in order to progress to tax advisory position.
* Assist office manager/office associates with additional duties as assigned.
* Job ID:
* BR
* State:
* CO
* City:
* LITTLETON
* Address:
* KEN CARYL VILLAGE
* Tax Office Job Categories:
* Tax Professional Assistant

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How To Become An Advising Assistant

Personal financial advisors typically need a bachelor’s degree. A master’s degree and certification can improve one’s chances for advancement in the occupation.

Education

Personal financial advisors typically need a bachelor’s degree. Although employers usually do not require personal financial advisors to have completed a specific course of study, a degree in finance, economics, accounting, business, mathematics, or law is good preparation for this occupation. Courses in investments, taxes, estate planning, and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.

Training

Once they are hired, personal financial advisors often enter an on-the-job training period. During this time, new advisors work under the supervision of senior advisors and learn how to perform their duties, including building a client network and developing investment portfolios. This training usually lasts for more than a year.

Licenses, Certifications, and Registrations

Personal financial advisors who directly buy or sell stocks, bonds, or insurance policies, or who provide specific investment advice, need a combination of licenses that varies with the products they sell. In addition to being required to have those licenses, advisors in smaller firms that manage clients’ investments must be registered with state regulators and those in larger firms must be registered with the Securities and Exchange Commission. Personal financial advisors who choose to sell insurance need licenses issued by state boards. Information on state licensing board requirements for registered investment advisors is available from the North American Securities Administrators Association.

Certifications can enhance a personal financial advisor’s reputation and can help bring in new clients. The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP) certification. For this certification, advisors must have a bachelor’s degree, complete at least 3 years of relevant work experience, pass an exam, and agree to adhere to a code of ethics. The exam covers the financial planning process, insurance and risk management, employee benefits planning, taxes and retirement planning, investment and real estate planning, debt management, planning liability, emergency fund reserves, and statistical modeling.

Advancement

A master’s degree in an area such as finance or business administration can improve a personal financial advisor’s chances of moving into a management position and attracting new clients.

Important Qualities

Analytical skills. In determining an investment portfolio for a client, personal financial advisors must be able to take into account a range of information, including economic trends, regulatory changes, and the client’s comfort with risky decisions.

Interpersonal skills. A major part of a personal financial advisor’s job is making clients feel comfortable. Advisors must establish trust with clients and respond well to their questions and concerns.

Math skills. Personal financial advisors should be good at mathematics because they constantly work with numbers. They determine the amount invested, how that amount has grown or decreased over time, and how a portfolio is distributed among different investments.

Sales skills. To expand their base of clients, personal financial advisors must be convincing and persistent in selling their services.

Speaking skills. Personal financial advisors interact with clients every day. They must explain complex financial concepts in understandable language.

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Top Skills for An Advising Assistant

FinancialAdvisorCustomerServiceComplianceSchedulingAppointmentsDataEntryPhoneCallsOnlineAcademicAdvisorsClientFilesFinancialAidNewStudentOrientationClientDataFinancialPlansClientInformationAdditionalClientMeetingsStudentRecordsRepairOrdersPotentialClientsStudentFiles

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Top Advising Assistant Skills

  1. Financial Advisor
  2. Customer Service
  3. Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Worked closely with seven independent financial advisors, providing operational support and assisting clients in their absence.
  • Provide customer service as needed and serve as the point of contact for clients processing paperwork or submitting new applications.
  • Create and publish client and prospect marketing materials to meet corporate and federal compliance standards.
  • Completed office tasks including scheduling appointments, meeting with potential clients, giving information about our services, etc.
  • Assisted client services representatives in opening accounts and ensuring that all data entry of the account information was preformed accurately.

Top Advising Assistant Employers

Advising Assistant Videos

How to become a Successful Financial Advisor

ASMR Role Play Employment Counseling Service (soft spoken)

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