Financial Assistance Advisor

6 months ago


Greenville, United States ECPI University Full time
Overview:

Financial Assistance Advisor

This position will work at ECPI Universitys Greenville, SC campus located at 1001 Keys Drive.

Transform your Career at ECPI University

Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and Masters Programs. Our culture is to prioritize our students success through the support of our dynamic team and industry focused curriculum.

Visit www.ecpi.edu/employment to learn more about how you can help people improve their lives through education.

Position Summary

Are you seeking a financial advising career at a university that promotes the enhancement of each students professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you

The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals.

Responsibilities:
  • Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student.
  • Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines.
  • Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
  • Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
  • Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation.
  • Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns.


Qualifications:

Education/Experience

  • Bachelors degree preferred.
  • 2-3 years of related experience.
  • Any equivalent combination of education, experience, and/or training.

Skills/Abilities

  • Proficiency in Microsoft Office.
  • Proficiency in CampusVue Student database, preferred.
  • Utilizing AI tools preferred.
  • Well-developed oral and written communication skills.
  • Excellent organizational and analytical skills.
  • Ability to quickly master new methodologies, technologies, and systems.
  • Ability to handle a high-pressure environment with significant timeline pressures.
  • Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service.
  • Ability to work independently and with a team as well as with various constituents.

Benefits of Employment

ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE.

Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.


  • Financial Advisor

    6 months ago


    Greenville, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Advisor

    3 weeks ago


    Greenville, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...

  • Financial Advisor

    2 weeks ago


    Greenville, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...

  • Financial Advisor

    4 weeks ago


    Greenville, South Carolina, United States Atria Wealth Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Truliant Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key ResponsibilitiesPresents a professional image and cultivates strong...

  • Financial Advisor

    3 weeks ago


    Greenville, South Carolina, United States Thrivent Financial Full time

    Job SummaryAs a Financial Advisor with Thrivent Financial, you will have the opportunity to make a meaningful impact in the lives of Christians, guiding them on their journeys to financial clarity. You will provide personal, actionable, and achievable advice, connecting clients to Thrivent insurance, investment, banking, and generosity programs. Your role...


  • greenville, United States Godshall Recruiting Full time

    Salary: $60-80KWhat is your perfect fit? Do you have a passion for the financial advising and investment industry with the sales pressure? Would you love to be a part of a diamond team where you have support from Senior leadership? Is the Greenwood, SC location desirable for you and your family? Are you looking for a career path to be an Advisor! Would you...


  • greenville, United States Godshall Recruiting Full time

    Salary: $60-80KWhat is your perfect fit? Do you have a passion for the financial advising and investment industry with the sales pressure? Would you love to be a part of a diamond team where you have support from Senior leadership? Is the Greenwood, SC location desirable for you and your family? Are you looking for a career path to be an Advisor! Would you...


  • Greenville, United States Godshall Recruiting Full time

    Salary: $60-80KWhat is your perfect fit? Do you have a passion for the financial advising and investment industry with the sales pressure? Would you love to be a part of a diamond team where you have support from Senior leadership? Is the Greenwood, SC location desirable for you and your family? Are you looking for a career path to be an Advisor! Would you...


  • Greenville, South Carolina, United States NorthStar Financial & Retirement Planning Full time

    Job OverviewNorthStar Financial & Retirement Planning is seeking a skilled Financial Operations Specialist to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.This role will require you to...

  • Financial Advisor

    2 weeks ago


    greenville, United States CooksonPeirce Full time

    CooksonPeirce is a fast-growing, well-established wealth management firm headquartered in Pittsburgh, Pennsylvania, with satellite offices in Akron, Ohio, Naples Florida, and soon to Greenville, South Carolina. We currently have over $2.5 billion in assets under management for over 1,000 private client households. Further information about our firm can be...

  • Financial Advisor

    2 weeks ago


    Greenville, United States CooksonPeirce Full time

    CooksonPeirce is a fast-growing, well-established wealth management firm headquartered in Pittsburgh, Pennsylvania, with satellite offices in Akron, Ohio, Naples Florida, and soon to Greenville, South Carolina. We currently have over $2.5 billion in assets under management for over 1,000 private client households. Further information about our firm can be...


  • Greenville, South Carolina, United States Stone Press Financial Group Full time

    Job OpportunityStone Press Financial Group is seeking a skilled Experienced Financial Advisor to collaborate with our team. The ideal candidate will possess a deep understanding of financial products and services, as well as excellent communication skills to effectively advise clients on their financial objectives and risk tolerance.Key...


  • Greenville, United States FORVIS Full time

    Description & Requirements Forvis Mazars US is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our Forvis Mazars US Private Client practice. How you will contribute: Supporting a Wealth Management team of advisors serving affluent...

  • Wealth Advisor

    1 month ago


    Greenville, North Carolina, United States New York Life Full time

    Unlock Your Potential as a Wealth AdvisorAre you a leader who embodies the following traits? Competitive, Entrepreneurial, Coachable, Communicative, Self-disciplined, and Authentic. If so, consider a career as a professional wealth advisor, driving positive impact in the lives of families every day.About the RoleAs a wealth advisor, you'll be responsible for...


  • Greenville, South Carolina, United States FORVIS Full time

    Job Summary:We are seeking a highly skilled Wealth Management professional to join our team at Forvis Mazars US. As an Associate Advisor, you will assist senior wealth management advisors in working with high-net-worth families in our Private Client practice.Key Responsibilities:Support a Wealth Management team of advisors serving affluent familiesAssist...


  • Greenville, South Carolina, United States Godshall Recruiting Full time

    Job SummaryWe are seeking a highly skilled Financial Services Coordinator to join our team. In this role, you will provide administrative support to our financial advisors, ensuring seamless client experiences.Key ResponsibilitiesCollaborate with our Diamond Teams to provide quality client service by supporting advisors in administrative tasks.Work with the...


  • Greenville, South Carolina, United States ECPI University Full time

    Financial Assistance AdvisorECPI University is seeking a highly skilled Financial Assistance Advisor to join our team. As a key member of our Student Financial Services department, you will play a critical role in providing financial aid support and advising services to our students.Responsibilities:Provide financial aid guidance and support to students,...

  • Wealth Advisor

    4 weeks ago


    Greenville, North Carolina, United States New York Life Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Wealth Advisor to join our team at New York Life. As a Wealth Advisor, you will be responsible for helping clients build and manage their wealth to meet their financial goals. This is a unique opportunity to develop your skills and expertise in wealth management and make a lasting impact on...


  • Greenville, South Carolina, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm dedicated to enriching the lives of our clients. Our team-based approach to financial planning, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. We provide unique financial plans and investment management services to over...


  • Greenville, United States Local Government Federal Credit Union Full time

    Job DescriptionJob DescriptionDescription:OUR CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity...