Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
Sell financial products.
Review clients' accounts and plans regularly to determine life changes that would affect financial strategy.
Collect information from students to determine their eligibility for specific financial aid programs.
Convene with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.
Open accounts for clients and disburse funds according to financial goals..