• Build on college finance experience to work with a diverse group of College Coach and EdAssist clients at various socioeconomic levels and help them successfully navigate the higher education system and complex education finance questions • Counsel corporate and retail clients in individual phone and video meetings spanning a wide spectrum of complex college funding issues including: early saving strategies; financial literacy for students; applying for all forms of federal, state, private, and institutional aid; coordinating assets and resources to pay for college, including claiming education tax breaks; understanding the impact of college inter-departmental politics; student loan repayment options; and managing educational debt • Present on topics as subject matter expert representing a full spectrum of college financing issues from saving strategies for newborns through graduate school funding, student loan management, and financial literacy and wellness within a variety of corporate client settings • Respond to help desk inquiries from corporate clients with professional prose • Contribute to internal projects as required, including development or revision of new internal and external curriculum, training materials, or products, social media initiatives, service delivery best practices or other internal areas of interest • Through delivery of high level services, assist in building market presence and word of mouth reputation; contribute to EdAdvisory’s growth, thought leadership, client satisfaction, and inclusive environment • Manage all administrative functions required for service delivery