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Application Advisor Jobs in Washington (NOW HIRING)

... advisors who thrive on solving unique and ever-evolving digital challenges. We bring a hands-on ... General Application Form Easy Dynamics is growing and to that end, we are always looking to bring ...

Program Advisor

Washington, DC · On-site

$58K - $64K/yr

Program Advisor - Temporary Reports to: Assistant Director, Program Advising Department: Employer ... Collaboratively review and enhance internship application materials with participants, including ...

APPLICATION SECURITY ENGINEER

Fairfax, VA · On-site

$60 - $80.25/hr

Application Security Engineer Location: Onsite in Fairfax, VA 3 days and in Washington, DC 2 days ... Guide enterprise risk posture by advising leadership on vulnerabilities, mitigations, and long-term ...

Enrollment Advisor The Enrollment Advisor plays a key role in recruiting, advising and enrolling ... Identify and resolve barriers to guide prospective students through the application process ...

Sr. Technical Advisor

Washington, DC · On-site

$131K - $131K/yr

Provide technical oversight for the independent assessment of application and system architecture ... Attend senior level meetings with stakeholders and advise on progress, challenges, and best ...

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

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This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

New

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

New

Academic Advisor

College Park, MD · On-site

$57K - $62K/yr

The Academic Advisor reports to the Assistant Director of the Office of Student Services and is ... Required Application Materials: Resume/CV, Cover Letter, 2-3 Professional References Best ...

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Application Advisor information

What are some common challenges application advisors face when guiding applicants, and how can they be addressed?

Application Advisors often encounter challenges such as managing high volumes of inquiries, addressing diverse applicant backgrounds, and staying updated on evolving admission requirements. To overcome these, advisors typically employ strong organizational skills, leverage digital tools for tracking interactions, and participate in regular training sessions. Additionally, collaborating closely with admissions teams and other departments helps ensure consistent and accurate information is provided to all applicants.

What does an application advisor do?

An application advisor assists individuals with the application process for jobs, educational programs, or certifications. They provide guidance on required documents, eligibility criteria, and application procedures, often working in educational institutions, career centers, or recruitment settings. Strong communication skills and knowledge of application systems or platforms are essential for this role.

What are the key skills and qualifications needed to thrive as an application advisor, and why are they important?

To thrive as an Application Advisor, you need a thorough understanding of application processes, program requirements, and academic advising principles, typically supported by a relevant bachelor's degree. Familiarity with student information systems, CRM platforms, and application management tools is commonly required. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and guide applicants effectively. These skills ensure accurate guidance, improve applicant experiences, and support institutional enrollment goals.

What qualifications do you need to be an application advisor?

Application advisors typically need a high school diploma or equivalent, with many roles preferring a bachelor's degree in fields like business, communications, or related areas. Relevant skills include strong communication, customer service experience, and familiarity with the application process or software tools; certifications are not usually required but can be advantageous.

What is an application advisor?

An Application Advisor is a professional who guides individuals or organizations through the process of preparing, submitting, and following up on applications, such as for college, jobs, or grants. They provide expert advice on gathering necessary documentation, meeting deadlines, and enhancing the quality of applications. Application Advisors may also offer feedback on essays or personal statements and help applicants understand the criteria used by review committees. Their goal is to increase the applicant’s chances of success by making the application process more efficient and less stressful.
What are popular job titles related to Application Advisor jobs in Washington? For Application Advisor jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Application Advisor jobs in Washington look for? The top searched job categories for Application Advisor jobs in Washington are:
What cities in Washington are hiring for Application Advisor jobs? Cities in Washington with the most Application Advisor job openings:

Financial Advisor - Manassas, VA

Advisor Talent Solutions

Manassas, VA • On-site

$110K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago


Job description

Position: Financial Advisor
Firm: Legacy Wealth Management
Location: Manassas, VA
Overview:
At Legacy Wealth Management, located in Manassas, VA, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our Lead Advisor and ensuring a seamless experience for our clients.
In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations. At Legacy Wealth Management, our core values guide everything we do:
  • Accountability – Say what you'll do and do what you say.
  • Integrity – Living with a clear conscience.
  • Adaptability – Growth– rooted in humility.
If you share these values and are passionate about making a positive impact in the lives of our clients, we invite you to apply and become a key part of our team.
What you’ll do:
  • Conduct annual reviews of client accounts and maintain detailed client files
  • Manage daily client communications to ensure timely and effective service
  • Perform financial analyses, develop financial plans, and provide customized investment recommendations under the guidance of the Lead Advisor
  • Deepen client relationships and engage with both prospects and clients transitioning from the Lead Advisor
  • Perform portfolio risk assessments and offer investment advice based on comprehensive research
  • Monitor and resolve service issues to ensure a high-quality client experience
  • Accurately document all client interactions in the firm’s CRM system (Salesforce)
  • Lead client meetings from start to finish and guide clients through proposed portfolio changes
  • Ensure adherence to SEC and state licensing requirements
What We’re Looking For:
  • 5+ years’ experience in financial advisory or combined advisory and operations roles
  • Series 65 or 66 license
  • VA Life and Health License or willingness to obtain within 90 days
  • Previous experience in processing confidential, detailed paperwork
  • Proficient with MS Office Suite (Excel, Word, amp; PowerPoint)
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Excellent communication; written and verbal
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • CFP or License to sell securities
What You’ll Get:
Pay amp; Perks:
  • Base salary: $110,000/year (non-CFP) or $145,000/year (CFP licensed) + bonus potential
  • 401(k) with matching
  • Dental insurance
  • Health insurance
  • Vision insurance
  • Paid time off
Schedule:
  • In office: Monday – Thursday, 8am-5pm and Friday’s, 8am-12:30pm (or after last client meeting)
  • Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com