Financial Aid Advisor

1 month ago

Towson, United States InsideHigherEd Full time
Responsibilities and Duties

Process financial aid for 25-30% of aid recipients. This includes but is not limited to:

  • Award applicants with federal, state, and institutional awards in accordance with student eligibility and institutional policy.
  • Verify financial aid applications using federal tax transcripts, verifications forms, etc.
  • Determine eligibility for Parent PLUS loans.
  • Identify, determine, and approve special circumstances warranting professional judgment modifications.
  • Review enrollment after add/drop period to determine student aid eligibility.
  • Review and process student aid adjustment requests such as part-time adjustments, additional loan requests, housing status changes, etc.
  • Review reports to ensure compliance with federal regulations such as over awards, Pell LEU issues, loan limit issues, CFLAGS, etc.
  • Process summer financial aid requests.
  • Award financial aid to study abroad students based on revised cost of attendance information; and determine eligibility for alternative loans.

Maintain current knowledge of federal/state regulations and institutional policy. Assist advising team with creating and improving office process and policies. Includes but is not limited to:

  • Attend financial aid workshops, training sessions, and conferences.
  • Assist with development and maintenance of financial aid policy and procedures manual.
  • Coordinate with other offices on campus such as Bursar, Registrar, Admissions, etc.
  • Other duties as assigned by Director or Associate Director of Financial Aid.
  • Responsible for management of several financial aid programs.  
  • Examples may include Federal Work-Study, Physician’s Assistant Program, Freshman Transition Program, Satisfactory Academic Progress, Dependency Override committee, Alternative Loans, and Study Abroad.
  • Counseling Activities: Assist financial aid call center as an on-call advisor; meet with parents and students to discuss questions, concerns, or problems with financial aid; correspond with students and parents by phone, email, and chat.

Participate in financial aid outreach such as:

  • Admissions Open Houses and recruitment events.
  • High school financial aid nights.
  • Freshman/Transfer orientations.


Qualifications and Skills
  • Bachelor's degree
  • One year of financial aid experience in a financial aid office of higher education.
  • Excellent customer service, communication, and problem solving skills.
  • Ability to work independently and adapt to a changing environment.
  • Proficient with Microsoft Office.

Preferred:

  • Two years of working in a financial aid office of higher education.
  • Experience with PeopleSoft.


Organization: Academic Affairs Division
Primary Location: Main Campus
Job Posting: Aug 7, 2024

  • Financial Wealth Advisor

    1 week ago

    Towson, United States Williams Financial Group LLC Full time

    Position OverviewWealth Management RoleThis position offers a flexible schedule with the potential for full-time employment.Key Responsibilities:1. Engage in a diverse range of client relationship activities, including investment and insurance operations.2. Manage correspondence related to client requests and transactions.3. Oversee the utilization of...

  • Wealth Management Service Advisor

    2 days ago

    Towson, United States PeopleShare Full time

    Wealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. The ideal candidate recognizes the unique opportunity offered here to learn from and grow with a well-established wealth advisory team serving the retiree, high net worth ("HNW") and...

  • Wealth Management Service Advisor

    3 months ago

    Towson, United States PeopleShare Full time

    PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...

  • Wealth Management Service Advisor

    2 weeks ago

    Towson, United States PeopleShare Inc Full time

    PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...

  • Wealth Management Service Advisor

    2 days ago

    Towson, United States PeopleShare Full time

    PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...

  • Wealth Management Service Advisor

    3 months ago

    Towson, United States PeopleShare Full time

    PeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...

  • Wealth Advisor Administrative Assistant

    1 month ago

    Towson, United States Kings Mill Wealth Advisors Full time

    Job DescriptionJob DescriptionYou will work closely with and support a team of Wealth Advisors in all aspects of Kings Mill Wealth Advisors program. Your role includes, but is not limited to, delivering exceptional customer service to our clients and assisting with business development initiatives. Your initial responsibilities will be managing paperwork,...

  • Financial Accountant

    2 weeks ago

    Towson, Maryland, United States Towson University Full time

    Job Overview:Towson University, a prominent institution within the University System of Maryland, is committed to fostering an inclusive environment that promotes diversity and personal growth among its community members. With a vibrant student body exceeding 19,000, the university is dedicated to excellence in education and community engagement.Position...

  • Financial Services Professional

    1 week ago

    Towson, Maryland, United States PeopleShare Inc Full time

    Job SummaryThe Wealth Management Service Advisor is a key role within our organization, responsible for delivering exceptional wealth management services to our clients. This position requires a professional demeanor, strong communication skills, and the ability to cultivate relationships and garner trust.Key ResponsibilitiesProvide expert assistance to...

  • Lead Financial Accountant

    2 weeks ago

    Towson, Maryland, United States Curio Wellness Full time

    The Lead Financial Accountant plays a crucial role in upholding financial protocols and ensuring adherence to financial regulations through the generation of comprehensive reports and financial statements. This position demands exceptional time management and analytical capabilities, meticulous attention to detail, and strong communication skills. A...

  • Regional Planning Consultant

    4 days ago

    Towson, Maryland, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Regional Planning Consultant to join our team at Fidelity Investments. As a key member of our Financial Planning department, you will play a vital role in supporting the development of our sales associates and ensuring they possess the skills needed to provide a premier experience to our clients.Key...

  • Lead Financial Strategist

    2 weeks ago

    Towson, Maryland, United States The Ladders Full time

    The Senior Financial Analyst plays a pivotal role within the Financial Planning and Analysis team, focusing on forecasting, market evaluation, and business case development. This position collaborates with various functional divisions to enhance financial planning, analysis, and management reporting. The analyst will work closely with Sales, Marketing, and...

  • Financial Representative

    3 weeks ago

    Towson, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Lead Financial Strategist

    2 weeks ago

    Towson, Maryland, United States The Ladders Full time

    The Financial Analyst plays a pivotal role within the Financial Planning and Analysis team, concentrating on forecasting, market evaluation, and business case development. In this capacity, the Financial Analyst will collaborate across various functional areas to enhance financial planning, analysis, and management reporting. This position will work closely...

  • Financial Services Representative

    2 weeks ago

    Towson, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Consultant

    2 weeks ago

    Towson, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Consultant

    3 weeks ago

    Towson, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Investment Manager Specialist

    3 months ago

    Towson, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Investment, Manager, Specialist, Financial Advisor, Financial Planning, Solutions Advisor, Banking

  • Client Financial Services Associate

    2 weeks ago

    Towson, Maryland, United States UHY LLP Full time

    Position Overview:YOUR SUCCESS IS OUR PRIORITY:Client Financial Services Associates (CFSAs) are individuals eager to build a career in professional financial management services. During this period, CFSAs should concentrate on honing their skills, expanding their technical expertise, understanding and delivering exceptional client service, and becoming...

  • Wealth Management Service Consultant

    7 days ago

    Towson, Maryland, United States PeopleShare Inc Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Service Advisor to join our team at PeopleShare Inc. as a full-time position. The successful candidate will report to the Lead Wealth Planner and Managing Director.Key ResponsibilitiesProvide expert assistance to clients with onboarding to financial planning software, via phone or in person.Ensure...