Current jobs related to Financial Aid Advisor - Houston, Texas - The College of Health Care Professions
-
Financial Advisor at Strategic Financial Group
1 month ago
Houston, Texas, United States Strategic Financial Group Full timeJob 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 Aid Operations Manager
4 weeks ago
Houston, Texas, United States CHCP Full timeJob 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...
-
Financial Advisor
1 month ago
Houston, Texas, United States The Fitzpatrick Group Full timeJob OverviewThe Fitzpatrick Group is seeking a talented Financial Professional to join our team. As a key member of our organization, you will play a critical role in helping us disrupt the financial services industry.We are committed to putting the education of our advisors first, and we believe that this approach sets us apart from our competitors. Our...
-
Financial Advisor
4 weeks ago
Houston, Texas, United States EA Financial Full timeAbout the OpportunityWe are seeking a highly motivated and driven individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support in a timely, professional, and courteous manner.Key ResponsibilitiesDevelop customized financial plans that fit...
-
Financial Planning Expert
4 weeks ago
Houston, Texas, United States Corebridge Financial Full timeWe're passionate about helping our customers achieve their financial goals.At Corebridge Financial, we're dedicated to providing a personalized retirement and financial planning experience for our customers and their families.We're seeking a Financial Advisor to join our team and help us deliver exceptional service to our clients.The ideal candidate will...
-
Private Wealth Advisor
4 weeks ago
Houston, Texas, United States BOK Financial Full timeJob SummaryThe Private Wealth Advisor is responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, and similar entities. This role involves managing client relationships, providing ongoing financial planning, education, and coaching to achieve long-term financial goals. The Advisor will also have access...
-
Financial Planning Specialist
4 weeks ago
Houston, Texas, United States Corebridge Financial Full timeAt Corebridge Financial, we're dedicated to helping individuals plan for a secure retirement and achieve their long-term financial goals.We're seeking a skilled Financial Advisor to join our team and provide personalized financial planning services to our customers and their families.As a Financial Advisor, you'll meet with existing and prospective clients...
-
International Wealth Management Advisor
4 weeks ago
Houston, Texas, United States Truist Financial Full timeJob Summary:The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment, including PEPs, PICS, and select professional firms. This role manages a portfolio of approximately 25-50 clients, developing and maintaining important revenue-generating client relationships within the defined Reserve/GenSpring...
-
Senior Financial Services Professional
4 weeks ago
Houston, Texas, United States IMG Financial Group Full timeAt IMG Financial Group, we are dedicated to delivering tailored financial solutions that help our clients achieve their long-term goals and secure their financial stability.Our commitment to excellence, integrity, and innovation drives us to provide exceptional service and build lasting relationships with our clients.As a Financial Advisor at IMG Financial...
-
Financial Advisor Opportunity
1 month ago
Houston, Texas, United States Paramount leadership development Full timeTransforming Wealth into Meaningful ImpactAt Paramount Leadership Development, we believe in empowering individuals to take control of their financial futures. Our mission is to provide comprehensive solutions and mentorship to achieve financial independence, making a lasting impact on people's lives.We're seeking a dedicated Financial Advisor to join our...
-
Experienced Financial Consultant
4 weeks ago
Houston, Texas, United States IMG Financial Group Full timeFinancial Planning and Growth OpportunitiesAt IMG Financial Group, we offer a unique opportunity for experienced financial advisors to grow their practice and reach their full potential. Our team of seasoned professionals provides comprehensive training and education, as well as access to state-of-the-art technology and a wealth of knowledge from our...
-
Financial Professional
4 weeks ago
Houston, Texas, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Houston area. As a leading independent broker-dealer in the defined contribution and defined benefit business, we offer a unique opportunity for a motivated individual to excel in the education market.This role will focus on...
-
Financial Aid Specialist
4 weeks ago
Houston, Texas, United States Pima Medical Institute Full timeStudent Finance Officer Job SummaryPima Medical Institute is seeking a highly skilled and detail-oriented Student Finance Officer to join our team. As a key member of our financial aid department, you will play a pivotal role in ensuring the financial well-being of our students.Key Responsibilities:Conduct needs assessments and determine financial aid...
-
Financial Aid Officer
1 month ago
Houston, Texas, United States University of St. Thomas Full timeJob SummaryThe University of St. Thomas seeks a skilled Financial Aid Communication Officer to manage front desk activities and serve as a backup to front desk staff during peak times or absences. This role involves monitoring interactions to develop better communication flow with students, reviewing and editing office forms, and creating informational...
-
Financial Services Professional
4 weeks ago
Houston, Texas, United States PNC Financial Services Group Full timeInvestment and Insurance Advisor RoleAs an Investment and Insurance Advisor within PNC Investments, you will be based in Houston, Texas. This role is part of a highly collaborative circuit of branches, where you will manage an assigned book of business.PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their...
-
Family Financial Advisor
1 month ago
Houston, Texas, United States Melius Consulting, LLC Full timeEmpower Your Family's Financial Future with a Flexible Remote RoleAbout Us:Melius Consulting, LLC is a leading financial services company dedicated to helping families build and protect their wealth. We offer personalized financial solutions that make a real difference in the lives of our clients.Why This Role is Perfect for You:As a stay-at-home parent,...
-
Houston, Texas, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe in building long-term relationships...
-
Houston, Texas, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their life goals through personalized advice and guidance.We believe trust comes from transparency. Our advisory...
-
Private Client Financial Advisor
4 weeks ago
Houston, Texas, United States Bank of America Full timeJob Summary:We are seeking a highly skilled and experienced Private Client Advisor to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key Responsibilities:Lead the...
-
Financial Services Consultant
4 weeks ago
Houston, Texas, United States PNC Financial Services Group Full timeJob DescriptionAs a Financial Advisor at PNC, you will be responsible for providing personalized financial planning and investment advice to clients. This includes consulting on investment and insurance strategies, developing financial plans, and growing and retaining a book of business.Key ResponsibilitiesConsult with clients to understand their financial...
Financial Aid Advisor
1 month ago
Are you passionate about helping students navigate the financial aid process? Do you have a strong understanding of federal and state regulations impacting Title IV funding? We're seeking an experienced Assistant Director of Financial Aid to join our team at The College of Health Care Professions.
Key Responsibilities:- Meet with students and families to determine financial aid eligibility and provide guidance on financial aid-related applications and documents.
- Review ISIRs to identify verification or C code requirements and assist with the process of following up, collecting, and reconciling documentation needed to resolve verification and C code obstacles.
- Perform entrance and exit counseling with students, completed within 30 days after a student's last day of attendance.
- Work cooperatively with staff in the Admissions Department to provide outstanding customer service to prospective and current students and their families.
- Collect and process financial aid funding in a timely and compliant manner.
- Create and present budgets to students and package their financial aid awards, monitoring subsequent aid disbursements to ensure timely crediting to student accounts.
- Maintain accurate and compliant financial aid files, demonstrating institutional compliance with federal, state, and accreditation agency requirements.
- Complete weekly financial aid reports and provide daily updates to the Director of Financial Aid.
- Provide excellent customer service by responding clearly, accurately, and timely to student questions or concerns.
- Determine and schedule follow-up action as needed to resolve financial aid issues.
- Monitor daily activities to ensure compliance with departmental procedures and policies, as well as requirements imposed by federal, state, or accrediting entities.
- Manage on-campus events and delegate responsibilities to ensure proper representation by the Financial Aid Department.
- Assist the Director of Financial Aid in effectively managing a team to achieve departmental goals, such as collections on past due accounts.
- Assist with training and coaching necessary to help existing Financial Aid Advisors meet performance expectations.
- Assist with leading weekly team trainings and planning team-building activities.
- Assist the Director of Financial Aid in collecting, drafting, and finalizing informational reports for submission to the Corporate Office.
- Actively assist the Director of Financial Aid with the hiring, on-boarding, training, and Financial Aid Department staff members.
- Lead the Financial Aid Department in the absence of the Director of Financial Aid.
- Bachelor's degree preferred, or combination of education and experience.
- Minimum of 3-4.5 years' experience in financial aid working in a post-secondary institution.
- Wide knowledge of federal and state regulations impacting Title IV funding.
- Basic knowledge of CampusVue database (preferred).