We have other current jobs related to this field that you can find below
-
Financial Advisor
3 months ago
Dallas, United States Corebridge Financial Full timeWe're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...
-
Financial Advisor
3 months ago
Dallas, United States Spectrum Financial Group Full timeJob DescriptionJob DescriptionAbout us: Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment advice to our clients.The Opportunity: We are looking for an entry-level Financial Advisor to join our growing team at...
-
Financial Advisor
5 months ago
Dallas, United States Spectrum Financial Group Full timeJob DescriptionJob DescriptionJOB DESCRIPTIONYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to,...
-
Junior Financial Advisor
5 days ago
Dallas, Texas, United States New York Life - Dallas Full timeJob OverviewNew York Life - Dallas is dedicated to offering financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We uphold principles of integrity and compassion in every interaction with our clients, partners, and colleagues. With a commitment to long-term stewardship, we aim to be a reliable presence...
-
Advisor Marketing Specialist
2 weeks ago
Dallas, United States Cetera Financial Group Full timeJob Description Cetera Financial Group (CFG) is seeking an Advisor Marketing Specialist - SigniFI Elite Advisor Brands whowill be responsible for assisting in the implementation and execution of marketing plans to support Avantax advisor marketing effectiveness and increase the company's assets under management (AUM). What you will do: The individual must be...
-
Senior Advisor Marketing Specialist
2 months ago
Dallas, United States Cetera Financial Group Full timeJob Description Cetera Financial Group (CFG) is seeking a Senior Advisor Marketing Specialist - SigniFI Elite Advisor Brands who will be responsible for leading brand research and integrated, strategic marketing campaigns with an emphasis on illustrating return-on-investment for all advisory firms in their care. What you will do: The major responsibilities...
-
Financial Assistance Advisor
6 days ago
Dallas, Texas, United States Vector Careers Inc Full timePosition Overview:We are seeking a SKILLED Financial Aid Specialist to join our dedicated Financial Aid Team at a reputable educational institution. Key Responsibilities:As a Financial Aid Specialist, you will play a crucial role in assisting students with their financial aid needs. Your expertise will contribute to ensuring that students receive the...
-
Senior Institutional Advisor
3 months ago
Dallas, Texas, United States BOK Financial Full timeReq ID:74690Location:Dallas -DALAreas of Interest:Wealth ManagementPay Transparency Salary Range:Not AvailableApplication Deadline:05/31/2024BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas,...
-
Senior Institutional Advisor
3 months ago
Dallas, United States BOK Financial Full timeReq ID:74690 Location:Dallas -DAL Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...
-
Lead Wealth Management Advisor
6 days ago
Dallas, Texas, United States BOK Financial Full timePosition Overview:The Lead Wealth Management Advisor plays a pivotal role in managing and servicing a diverse portfolio of commercial and individual loans, both secured and unsecured, which often present complex challenges.Key Responsibilities:As a Lead Wealth Management Advisor, your primary duties will include:Formulating strategies to identify, evaluate,...
-
Senior Financial Advisor- CFP
2 weeks ago
Dallas, United States The Vanguard Group Full timeWe believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count. In this role, you will play the...
-
Senior Financial Advisor- CFP
2 months ago
Dallas, United States The Vanguard Group Full timeWe believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count. In this role,you will play the...
-
Financial Aid Counselor
2 months ago
Dallas, United States University of North Texas System Full timeTitle: Financial Aid Counselor Department Summary The Office of Financial Aid and Scholarships (OFAS) is committed to helping students achieve their educational goals by providing financial resources, guidance, and assistance to all UNT Dallas students. Through educational endeavors and student outreach, OFAS is a vital contributor to student success at UNT...
-
Onboarding Manager for Financial Advisors
6 days ago
Dallas, Texas, United States Level Four Wealth Management Full timeJoin Our Expanding Team Be part of a transformative journey in the financial services sector. As a member of the Level Four Wealth Management family, you will be contributing to one of the most rapidly growing wealth management firms in the nation. With over two decades of experience, we maintain an entrepreneurial mindset, committed to embracing innovation....
-
Experienced Private Wealth Advisor
6 days ago
Dallas, Texas, United States BOK Financial Full timePosition OverviewWe are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.Key ResponsibilitiesManage a diverse portfolio of client relationships.Develop customized financial solutions to improve profitability and enhance client satisfaction.Formulate strategic initiatives and assess financial...
-
Experienced Private Wealth Advisor
5 days ago
Dallas, Texas, United States BOK Financial Full timePosition OverviewWe are seeking an Experienced Private Wealth Advisor to contribute to the success of BOK Financial Corporation Group.Key ResponsibilitiesManage a diverse portfolio of client relationships.Develop customized financial solutions to improve profitability and enhance client satisfaction.Formulate strategic plans and assess financial...
-
Financial Aid Specialist
6 days ago
Dallas, Texas, United States Vector Careers Inc Full timePosition OverviewWe are seeking a dedicated Financial Aid Coordinator to join our dynamic Financial Aid Team at a prestigious educational institution.Key ResponsibilitiesAssist students in navigating the financial aid process.Ensure compliance with federal and state regulations.Provide exceptional customer service to students and families.QualificationsThe...
-
Financial Aid Representative
4 weeks ago
Dallas, United States Vector Careers Inc Full timeI'm looking for a Financial Aid Coordinator. In this role you would be a part of the Financial Aid Team at an outstanding college in the Dallas, TX area. Beautiful campus that offers excellent compensation and benefits. We are looking for someone that has experience in financial aid at the college level. Attention to detail, and the ability to work in a...
-
Financial Aid Representative
4 weeks ago
Dallas, United States Vector Careers Inc Full timeI'm looking for a Financial Aid Coordinator. In this role you would be a part of the Financial Aid Team at an outstanding college in the Dallas, TX area. Beautiful campus that offers excellent compensation and benefits. We are looking for someone that has experience in financial aid at the college level. Attention to detail, and the ability to work in a...
-
Financial Aid Specialist
21 hours ago
Dallas, United States Gaston College Full timeSalary $40,000.00 Annually SUMMARY Open until filled- Conduct, coordinate, and administer activities in the Financial Aid office to determine and provide financial assistance to students in accordance with college guidelines and in compliance with federal, state, and local regulations. DUTIES AND RESPONSIBILITIES Receive, interpret, and implement...
Financial Aid Advisor
2 months ago
Job Title: Financial Aid Advisor
Summary: Develop, negotiate, and finalize student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid. Act in a manner consistent with the highest ethical standards. Work closely with new, continuing, and re-entry students (and their families) to ensure that proposed financial aid (whether new or for a re-entry student) continue to best meet the student's (and/or families') needs and best interests. Counsel students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. In carrying out the duties and responsibilities of this position, the Financial Aid Advisor must ensure consideration and implementation of the Schools philosophy, which provides for providing quality services to all students, visitors, and clients; focusing on the development, growth, and involvement of staff members; offering recognition of employees; adhering to sound economic principles; and creating an environment which is conducive to innovation, positive thinking, and expansion.
Key Job Elements- Meet with prospective and current (or returning) students (and their families) to determine financial aid eligibility and provide guidance to them about financial aid-related applications and documents (including, for example, student loan and grant applications).
- Provide clarifying information or examples to students (and/or their families) when they complete their FAFSAs.
- Review ISIRs in order to identify verification or C code requirements. Identify and take action to assist with the process of following-up, collecting, and then reconciling documentation needed to resolve verification and C code obstacle
- Perform Entrance and Exit counseling by meeting with students, which should be completed within 30 days after a student's last day of attendance.
- Collect appropriate documentation to process financial aid funding in a timely and compliant manner.
- Create and present an appropriate budget to a student and then package the student (i.e., schedule their financial aid award(s)). Monitor subsequent aid disbursements to ensure funds are credited to students' accounts in a timely manner
- Maintain consistently clean and accurate financial aid files which demonstrate institutional compliance with federal, state, and accreditation agency requirements as well as internal policies and procedures.
- Complete weekly financial aid reports (e.g., data regarding student packaging, cash flow, balance to scheduled, FA holds, etc.) and provide daily updates to the Director (or Assistant Director) of Financial Aid
- Provide excellent customer service by responding clearly, accurately, and timely to student questions or concerns.
- Comply with departmental procedures and policies, as well as regulations or rules imposed by federal entities, state agencies, and/or accrediting bodies.
- Other duties and activities as may be assigned.
Job Requirements; Knowledge, Skills, Abilities, and Accountability:
Knowledge- High School Diploma or equivalent required
- Previous experience working with and technical knowledge of student financial aid programs preferred.
- Basic knowledge of federal and state regulations which may impact Title IV funding.
- At least two years' experience working in a post-secondary institution.
- Basic knowledge of CampusVue database (preferred)
- Excellent written and verbal communication skills.
- Strong interpersonal skills with both faculty and student populations
- Superior organizational and problem-solving skills.
- Strong basic computer software (i.e., MS Office) skills as well as exposure to more concentrated financial aid software programs.
- Attention to detail
- Bilingual Preferred