Financial Advisor

2 days ago

Burbank, California, United States University of Redlands Full time
Job Summary

The University of Redlands seeks a skilled Financial Advisor to join its Student Success Center team. This role will focus on 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 on student resources, financial literacy, and accessing safety-net programs.
  • Stay updated on regulations, practices, and financial opportunities for students.
  • Participate in hiring, training, and supervising a team of upper-level/graduate student financial coaches.
  • Develop individualized action plans based on student financial status.
  • Develop and nurture referral pipelines.
  • Coordinate the installation and implementation of the iGrad platform.
  • Design and develop curriculum related to financial literacy and related topics.
  • Teach academic courses and/or workshops on financial literacy and related topics.
  • Manage curriculum and assessment for a summer bridge program responding 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, creating schedules for incoming students during orientation.
  • Submit two different monthly reports to the Title V Grant Activity Director.
  • Meet regularly with the Title V Grant Activity Director to provide updates on Activity Objectives.
  • Supervise, plan, direct, and assign work of assigned staff; make hiring and disciplinary decisions; provide feedback on performance and approve timesheets.
Qualifications
  • Any combination equivalent to, but not limited to, the following:
  • Experience/Training/Education:
  • Required:
    • 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:
    • Master's degree.
    • Strong data collection and assessment experience.
  • Knowledge and Skills:
    • The ability to communicate and collaborate with diverse groups of learners and colleagues.
    • Ability to analyze data.
    • Communicates effectively in oral and written form.
    • Knowledge of best practices in special education instruction.
    • Strong written and verbal communication skills.
    • Excellent technical, analytical, and problem-solving skills.
    • Excellent organizational skills.
    • Proficiency in Microsoft Office software, including Excel, Word, PowerPoint, and Outlook.
    • Ability to recommend appropriate courses of action within established guidelines.
    • Ability to foster strong, positive relationships and align both internal and external resources to achieve university objectives.
    • Must be able to competently interact with a culturally and ethnically diverse population of students, faculty, and staff.

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