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Become A Finance Service Advisor

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Working As A Finance Service Advisor

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $76,725

    Average Salary

What Does A Finance Service Advisor Do At Bridgepoint Education

* Counsel students on student finance opportunities and the proper application process.
* Communicate institutional policies and procedures to students by conducting phone consultations.
* Counsel students on the document intake, awarding, and disbursement processes.
* Counsel prospective students to ensure they successfully complete the application process in a timely manner.
* Maintain a working knowledge of Federal, State and Institutional Policies governing Title IV student aid programs.
* Communicate with students via phone, email, etc. to answer inquiries on educational funding questions and concerns in a timely manner.
* Provide excellent customer service to students and parents.
* Manage incoming calls and direct students to the appropriate person.
* Conduct and complete activities via CampusVue.
* Guide students to complete the appropriate forms by providing the information they need. to fully complete their student financing process.
* All other duties as assigned.
* Additional Job Duties (include but are not limited to):
* Review the National Student Loan Database System (NSLDS) to determine current student eligibility.
* Conduct on-going meetings with enrollment staff to communicate student needs and identify issues for resolution

What Does A Finance Service Advisor Do At Highmark Health

* Communicate effectively.
* This position displays effective communication skills while performing the following functions:
* Provide direction, mentor and coach direct reports
* Provide periodic updates no less than quarterly to direct reports as to their progress in meeting their annual goals utilizing standard performance management tools
* Work with internal customers who utilize our applications
* Understand customers’ needs to complete their jobs effectively and help customers understand how the applications function.
* Interact with Business Analysts and our systems counterparts who support the technical component of our applications.
* Communicate with members of management in internal departments that are supported by Shared Financial Services as well as with management at the subsidiary and affiliate level who utilize our services.
* This position has duties of instructing, directing, and checking the work of others.
* These duties include, but are not limited to, delegation of assignments; guidance and training; coaching/mentoring; identifying, monitoring and documenting employee performance; conducting the interview/hiring process; and generally facilitating the attainment of department goals.
* Ensure established performance metrics are being met with continual monitoring of work being completed
* Supports financial procedures and systems/process functionality.
* Content knowledge expert of the various Financial systems supported by the Shared Financial Services Division Maintain a general knowledge of the key business functions of the companies and the insurance industry including the process flow of claims payment data from the various claims processing systems (including ITS and FEP Washington System) through the checkwriters and EDW with final recording in the G/L, as well as a general understanding of the billing practices and revenue streams used to fund the business.
* Develop knowledge of industry best practices for the business functions supported by the department.
* Ensure the integrity of the data in the financial statements.
* Ensure the proper posting of JEs during the month-end close process within the timelines established per the monthly closing calendar
* Ensure that reconciliations are completed accurately in a timely manner with no unreconciled variances
* Ensure proper management review of reconciliations
* Anticipating and solving issues and problems related to day-to-day production and/or project activities.
* Able to identify the severity and priority of issues, determine corporate-wide impacts, presenting solid and viable options to implement workable solutions.
* Maintain close working relationship with operations areas to ensure accuracy and completeness of data stored within our applications, understanding how the other areas in the organization utilize the data and continue to improve upon the efficiency of the applications.
* Identify team goals and areas of improvement to increase team productivity and efficiency.
* Eliminate redundancy and automate procedures within the various Shared Financial Services areas to the extent possible.
* Suggest system enhancements to the various finance systems that can facilitate an increase in controls and obtain efficiencies in the work being performed
* Create, implement and monitor improvements to team training and departmental procedures.
* Continually analyze ability to support various corporate sponsored alternative work arrangements
* Monitor internal control practices and ensure that the department processes and procedures are accurately documented and that adequate reviews are completed to ensure compliance with MAR internal control practices.
* Ensure timely updates to MAR documentation on a semi-annual basis
* Ensure desktop procedures are updated in a timely manner to accurately reflect procedures performed within each respective area.
* Ensure semi-annual Pandemic and Business Continuity Plans accurately reflect best means for quickly recovering functionality and data in the event of a disaster.
* Other duties as assigned or requested.

What Does A Finance Service Advisor Do At IBM

* Produce strategic account plan to develop and nurture new and existing accounts
* Identify and sell innovative solutions to create effective solutions for our customers
* Lead executive solution sessions with clear understanding of client pain points.
* Execute relevant contractual agreements
* Manage your book of business through accurate forecasting and communication with colleagues and leadership

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How To Become A Finance Service Advisor

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.


Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.


Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.


Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Finance Service Advisor jobs

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Finance Service Advisor Career Paths

Finance Service Advisor
Finance Service Representative Personal Banker Branch Manager
Account Manager
5 Yearsyrs
Analyst Finance Manager Personal Banker
Banking Center Manager
5 Yearsyrs
Finance Service Representative Assistant Branch Manager
Branch Manager
6 Yearsyrs
Account Manager Account Executive
District Sales Manager
7 Yearsyrs
Account Executive Sales Manager Branch Manager
Finance Center Manager
6 Yearsyrs
Operations Specialist Operation Supervisor Account Manager
Key Account Manager
7 Yearsyrs
Project Manager Product Manager District Sales Manager
Major Account Manager
7 Yearsyrs
Loan Officer Branch Manager Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Account Manager Sales Manager Regional Sales Manager
National Account Manager
8 Yearsyrs
Operations Specialist Operations Manager Account Executive
Regional Accounts Manager
8 Yearsyrs
Loan Officer Office Manager General Manager
Regional Vice President
11 Yearsyrs
Service Manager Operations Manager Account Executive
Relationship Manager
6 Yearsyrs
Account Executive Director Of Sales
Sales Vice President
9 Yearsyrs
Office Manager Account Manager
Senior Account Manager
7 Yearsyrs
Analyst Finance Analyst Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Service Representative Account Executive
Senior Sales Executive
9 Yearsyrs
Service Manager General Manager Account Manager
Strategic Accounts Manager
9 Yearsyrs
Office Manager General Manager Account Executive
Territory Manager
7 Yearsyrs
Service Representative Account Manager Sales Manager
Territory Sales Manager
7 Yearsyrs
Project Manager Marketing Manager Regional Sales Manager
Vice President & Sales Manager
9 Yearsyrs
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Finance Service Advisor Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Arabic

  • German

  • Japanese

  • Portuguese

  • French

  • Greek

  • Hindi

  • Dutch

  • Urdu

  • Italian

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Finance Service Advisor

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Finance Service Advisor Education

Finance Service Advisor

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Top Skills for A Finance Service Advisor


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Top Finance Service Advisor Skills

  1. Financial Services
  2. Customer Service Skills
  3. Loan Applications
You can check out examples of real life uses of top skills on resumes here:
  • Provide long-term comprehensive financial services to affluent clientele.
  • Developed excellent oral communication and customer service skills by resolving customer related issues via telephone.
  • Make and communicate credit decisions, assist in loan applications, loan closings and attain individual sales goals.
  • Work closely with the Financial Aid Processing Office to ensure that new students are packaged and ready to begin class.
  • Executed transactions and client requests within company service policies and legal compliance regulations.

Top Finance Service Advisor Employers

Finance Service Advisor Videos

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