To start, grow, and succeed, small businesses must understand proper financial management and prepare their business to access capital. The Financial Specialist is critical in assisting clients with financial management, planning, and loan readiness.
Specialty Responsibilities
In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities:
Specialty Skills and Qualifications
Employment Details
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Full-Time/Part-Time: Part-Time Exempt/Non-Exempt: Non-Exempt Location: Headquarters Position: Financial Advisor Position Requirements:Specialty Responsibilities
In addition to general advisor responsibilities, the Financial Specialty may perform the following financial-specific activities:
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