Associate Financial Aid Advisor

2 weeks ago

Houston, United States Strategic Education Inc. Full time
The Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key decisions and solutions regarding funding their programs.

Essential Duties & Responsibilities:

  • Learner support, guidance, and empathy: provide learners with a positive experience and personal attention in inbound and outbound interactions.

  • Team support and growth mindset: engage in larger team dialogue and brainstorming to improve team performance in a meaningful way, drive process improvements, and ability to provide learners highest quality experience. Participate in initial training, ongoing team training, and focus groups to provide feedback on improvements. Engage in the coaching process for improvement.

  • Problem solving and solutions focus: Proactively assess learner needs to assist them in making fully informed decisions about their financing plans.

  • Financing knowledge and expertise: assist learners in understanding and utilizing their financing plan to enable the most direct path to program completion. Provide financial literacy including but not limited to responsible borrowing, repayment, federal loan process, tuition reimbursement, and payment plan options.

  • System knowledge and navigation: leverage tools, systems, and software applications to optimize learner engagement.

  • Change management and continuous improvement: comfort level trying new concepts and learning new processes and systems to improve the learner and team experience.

Job Skills:

  • Ability to provide and influence positive learner experience.

  • Ability to think critically to build plans of action and personalized solutions for learners.

  • Ability to learn and continuously build upon knowledge of financial aid and financing details and a broader understanding of the learner's journey.

  • Ability to form positive working relationships, communicate effectively, and foster team interactions.

  • Fundamental understanding of FAST goals and university goals to support learners and meet support demand.

  • Ability to drive results in a team environment.

  • Create and foster a Diverse, Equitable, and Inclusive culture.

  • Ability to demonstrate ethical judgment and adherence to financing/financial aid compliance needs in response to complex learner situations.

  • Ability to uphold team brand and collaborate effectively across other departments at the university.

  • Ability to manage sensitive and confidential information. Demonstrate comfort with federal regulations and policies.

  • Ability to prioritize and work through multiple learner situations at any time.

  • Ability to effectively communicate through a variety of channels.

  • Proficiency in Microsoft Office Suite.

  • Excellent written and verbal communication.

  • Effective time management skills, dependable and reliable.

Work Experience:

  • 1+ year in financial aid contact role or customer experience support/advisor.

Education:

  • Bachelor's degree preferred.

Other:

  • Must be able to travel occasionally should a business need arise. For most roles travel would not be common. Travel may involve plane, car or metro. In accordance with ADA policies, reasonable accommodations regarding travel limitations can be provided. Travel will be more common for roles such as Account Executives (25 - 50%), senior leaders (10 - 20%) or Capella Core Faculty (5 - 10%).

  • Ability to work onsite in Corporate or Campus location (in a typical office environment) may be required based on role. If so, this would include being mobile within the office, including movement from floor-to-floor using elevators or stairs.

  • If offsite or hybrid role, must have access to work in setting which enables meeting all requirements of the role (including privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.

  • Faculty and Federal Work Study roles require access to work in setting which enables meeting all requirements of the role (including computer, privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.

  • This role may require lifting, however reasonable accommodations will be provided in accordance with our ADA policies.

  • Must be able to meet critical thinking and problem-solving aspects aligned to job duties, as well as effectively communicating with co-workers.

  • Must be able to work more than 40 hours per week when business needs warrant. Accommodations related to schedule may be considered.

  • Able to access information using a computer.

  • Other essential functions and marginal job functions are subject to modification.

  • SEI is an Equal Opportunity employer committed to a diverse and inclusive community. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary and benefits package. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below.

$17.75 - $27.00 - Hourly

If you require a reasonable accommodation to complete our application process, please contact our Human Resources Department at Careers@strategiced.com.

PDN-9d77d75b-ed00-4630-8af1-9dce87d0c2f5

  • Associate Financial Advisor

    2 weeks ago

    houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    3 weeks ago

    Houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    3 weeks ago

    Houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    2 weeks ago

    houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Aid Advisor

    4 months ago

    Houston, United States Universal Technical Institute Full time

    Financial Aid Advisor Job Locations US-TX-Houston ID 2024-6120 Type Regular Employee Overview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students,...

  • Associate Financial Advisor

    2 weeks ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Advisor

    3 weeks ago

    Houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    3 weeks ago

    houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    3 weeks ago

    Houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    3 weeks ago

    houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Experienced Financial Advisor

    1 month ago

    houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Experienced Financial Advisor

    2 months ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Financial Advisor at Strategic Financial Group

    1 month ago

    Houston, Texas, United States Strategic Financial Group Full time

    Job OverviewAt Strategic Financial Group, we're dedicated to empowering individuals and families with the knowledge and tools they need for financial independence.As a Financial Advisor, you'll play a critical role in guiding clients through their financial landscapes with expertise and empathy.Key Responsibilities:Develop and implement personalized...

  • Financial Advisor

    3 weeks ago

    Houston, United States Augustine Talent Group Full time

    Financial Advisor - HoustonAs a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a wholly-owned...

  • Financial Advisor

    3 weeks ago

    houston, United States Augustine Talent Group Full time

    Financial Advisor - HoustonAs a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a wholly-owned...

  • Financial Advisor

    3 weeks ago

    Houston, United States Augustine Talent Group Full time

    Financial Advisor - HoustonAs a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a wholly-owned...

  • Financial Advisor

    2 weeks ago

    Houston, United States Augustine Talent Group Full time

    Financial Advisor - Houston As a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a...

  • Financial Advisor Senior

    4 weeks ago

    Houston, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...

  • Financial Advisor Senior

    4 weeks ago

    Houston, United States First Horizon Advisors, Inc. Full time

    Job DescriptionLocation: On site at location listed in job posting.Summary:We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your...

  • Financial Aid Operations Manager

    4 weeks ago

    Houston, Texas, United States CHCP Full time

    Job DescriptionAt CHCP, we are seeking a highly skilled and dedicated professional to join our Financial Aid team as an Assistant Director of Financial Aid. This role will play a critical part in ensuring a positive student financial aid experience and providing guidance to students and their families.Key Responsibilities:Meet with prospective and current...