Financial Assistance Advisor

1 month ago

Lake Mary, United States ECPI University Full time

Overview


This position will work at ECPI University’s Raleigh, NC campus located at 4101 Doie Cope Rd.,

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, Bachelor’s and Master’s 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 student’s 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

  • Bachelor’s 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 Assistance Advisor

    4 weeks ago

    Lake Mary, Florida, United States ECPI University Full time

    Job SummaryECPI University is seeking a highly skilled Financial Assistance Advisor to join our team. As a key member of our Financial Aid Office, you will be responsible for providing exceptional support and guidance to students and families navigating the financial aid process.Key Responsibilities:Advise students on financial aid eligibility, application...

  • Financial Solutions Advisor

    3 weeks ago

    Lake Mary, Florida, United States Bank of America Full time

    Job DescriptionMerrill 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...

  • Financial Services Representative

    4 weeks ago

    Lake Mary, Florida, United States Addition Financial Full time

    Job Title: Relationship AdvisorAt Addition Financial, we're seeking a skilled Relationship Advisor to join our team. As a key member of our Contact Center, you'll play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our organization.Job Summary:The Relationship...

  • Financial Advisor

    4 weeks ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Advisor

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors - change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join our Pacific NW team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Services Representative

    4 weeks ago

    Lake Mary, Florida, United States Addition Financial Full time

    Contact Center Relationship AdvisorJoin Addition Financial's dynamic team as a Contact Center Relationship Advisor, where you will play a vital role in delivering exceptional member service and driving business growth. As a key member of our Contact Center team, you will be responsible for handling member calls, determining their needs, and providing...

  • Financial Solutions Advisor

    4 weeks ago

    Lake Mary, Florida, United States Bank of America Full time

    Job 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 trust comes from transparency. Our...

  • Financial Advisor

    3 weeks ago

    Lake Oswego, Oregon, United States Prudential Financial Full time

    Explore a Career in Financial PlanningAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Planner. This role offers a unique opportunity to develop relationships with clients, gather information, and build robust financial plans to help them achieve their goals.Key Responsibilities:Develop...

  • Financial Aid Specialist

    3 weeks ago

    Lake Mary, Florida, United States ECPI University Full time

    Financial Aid Advisor Job Description**About the Role**ECPI University is seeking a skilled Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will play a critical role in supporting students in achieving their educational goals.**Responsibilities*** Provide financial aid support and advising services to students, including information...

  • Financial Advisor

    4 weeks ago

    Lake Elmo, Minnesota, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to embark on a career that combines financial expertise with a passion for making a meaningful impact? As a Financial Advisor at Northwestern Mutual, you'll have the opportunity to work with individuals, families, and small businesses to help them achieve their financial goals and secure their...

  • Financial Solutions Advisor

    4 weeks ago

    Lake Forest, Illinois, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.Key ResponsibilitiesProvide...

  • Financial Solutions Advisor

    4 weeks ago

    Lake Oswego, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.Key...

  • Senior Financial Advisor

    4 weeks ago

    Lady Lake, Florida, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorAt Trajan Wealth LLC, we're on a mission to provide exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you'll play a crucial role in helping us achieve this goal.About the RoleWe're seeking a highly experienced Financial Advisor to join our team. In this role,...

  • Senior Financial Advisor

    4 weeks ago

    Salt Lake, Utah, United States Farther LLC Full time

    Job Title: Senior Financial AdvisorFarther LLC is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement...

  • Financial Planner

    4 weeks ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    7 months ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    1 month ago

    Lake Oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...

  • Financial Planner

    2 months ago

    lake oswego, United States Prudential Financial Full time

    Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an immediate opening for a highly motivated analytical individual to join us in our Lake Oswego firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...