Financial Advisor

3 days ago

Burbank, California, United States University of Redlands Full time
Job Title: Financial Advisor

Join the University of Redlands team as a Financial Advisor, responsible for developing programs for student success, including students under-prepared for college, and Summer Programs for High School Academies.

Key Responsibilities:
  • Maintain the Financial Sustainability Program.
  • Work with internal and external partners to coordinate workshops pertaining to navigation of student resources, financial literacy, and accessing safety-net programs.
  • Maintain updated knowledge of regulations, practices, and financial opportunities for students.
  • Participate in hiring, training, and supervising a team of upper level/graduate student financial coaches to provide on-going support to students.
  • Develop individualized action plans based on student financial status.
  • Develop and nurture referral pipeline.
  • Coordinate installation and implementation of iGrad platform.
  • Design and develop curriculum related to financial literacy and related topics.
  • Teach academic courses and/or workshops related to financial literacy and related topics.
  • Manage curriculum and assessment for a summer bridge program that responds to admitted students needing additional higher education preparedness.
  • Teach the PASS 1700 Financial Literacy course in the Spring semester.
  • Conduct one-on-one academic meetings with identified students, teach learning strategies and address academic needs.
  • Serve as a backup to the Registrar and OAA Coordinator with aspects of student orientation as it relates to creating schedules for incoming students during orientation (Fall and Spring).
  • Submit two different, monthly reports to the Title V Grant Activity Director (Monthly Progress Report and Time and Efforts Report).
  • Meet regularly with the Title V Grant Activity Director to provide updates on the Activity Objectives.
  • Supervise, plan, direct, and assign work of assigned staff; make hiring and disciplinary decisions; provide feedback on performance and approve timesheets.
Qualifications:
  • Bachelor's degree.
  • Three (3) years' relevant higher education experience.
  • A valid California Class C CA drivers' license with a good driving record is required.
Preferred Qualifications:
  • Master's degree.
  • Strong data collection and assessment experience.
Working Conditions:

Standard office setting. Duties performed are primarily in an office environment while sitting at a desk or computer workstation or in meetings. At least minimal environmental controls to assure health and comfort.

Incumbents regularly sit for long periods; walk short distances on a regular basis; may travel to various locations to attend meetings and conduct work; use hands and fingers to operate an electronic keyboard or other office machines; reach with hands and arms; stoop or kneel or crouch to file; climb stairs; peak clearly and distinctly to answer telephones and to provide information; see to read fine print and operate computer; hear and understand voices over telephone and in person; and lift, carry and/or move objects weighing up to 25 pounds.

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