Find & Apply For Personal Financial Advisor Jobs in Devon, Pennsylvania

Elder Care/Home Health Personal Finance Manager

SURREY SERVICES

• 3.

7 Devon, PA Job Details Part-time $25 an hour 3 days ago Benefits 401(k) 401(k) matching Flexible schedule Referral program Qualifications Customer relationship building Expense management Finance Bachelor's degree Customer relationship management Accounting Full Job Description Surrey's mission is to inspire and enable all of us, as we age, to live with independence and dignity, and as engaged members of the community. We are seeking an Elder Care/Home Health Personal Finance Manager to work with our seniors assisting them with financial matters. As an Elder Care/Home Health Personal Finance Manager for Surrey Services, you will visit older adults in their homes to provide customized help with bills, mail, bank statements, tax information, budgeting, insurance paperwork, government forms, and more.

Responsibilities may include projects like:

• Develop budgets and track income and expenses
• Organize and purge files, pay bills, handle mail, reconcile accounts
• Advise on selecting medical, prescription, and utility plans
• Review insurance policies explaining coverage, manage claims and assist with LTC insurance, determine eligibility and file applications for government benefits
• Assist with financial and administrative tasks after the loss of a loved one
• Assist clients with budgeting and debt management.
• Stay up-to-date on financial trends, regulations, and best practices
• Collaborate with other professionals, such as accountants and attorneys, to provide comprehensive financial solutions
• Build and maintain strong relationships with clients to ensure their long-term financial success; potentially communicate with families as well

Requirements:

• Bachelor's degree in finance, accounting, or a related field or equivalent experience
• Previous experience in banking or public accounting preferred
• Strong knowledge of personal finance
• Ability to stay up-to-date on financial trends, regulations, and best practices
• Excellent customer relationship management skills
• Strong communication and presentation skills The ideal candidate for this job is someone who has a passion for working with seniors and helping them retain their independence; someone who has the patience and caring to listen when necessary and guide toward solutions as possible.

Appointments are in the living spaces of the seniors: private homes, long-term care facilities, etc. This job will be what you make of it...we are looking for 16-20 hours a week but it can grow beyond that according to your own desires. If you are a motivated individual with a passion for finance and helping older adults remain in their community, we would love to hear from you to join our team today.

Job Type:

Part-time Expected hours: 16-24 per week

Benefits:

401(k) 401(k) matching Flexible schedule Referral program

Schedule:

You and your clients will work out a schedule but the expectation is that it will be between the hours of 9-5 and primarily during the standard work week.

Experience:

Personal Finance Management:

3 years (Preferred)

Work Location:

Varies depending on

Client Locations Job Type:

Part-time Pay:

$25.00 per hour

Benefits:

401(k) 401(k) matching Flexible schedule Referral program

Work Location:

Hybrid remote in Devon, PA 19333