Financial Advisor Jobs in Colorado

As a part of the CU Anschutz Financial Aid & Scholarships team, the Intermediate Financial Aid Advisor provides guidance to health professions students and families on all aspects of educational funding. This position delivers comprehensive advising through in‑person, virtual, phone, and email interactions, helping students navigate application processes, meet documentation requirements, understand complex financial aid regulations, and make informed decisions about financing their education.

In addition to advising, the position assists with processing tasks, participates in outreach and presentation efforts, and contributes to recruitment, retention, and financial wellness initiatives. The Intermediate Financial Aid Advisor also supports the College of Nursing by responding to routine questions, sharing updates, coordinating follow‑up tasks, and helping ensure consistent application of financial aid policies and procedures.

This role requires strong communication skills, attention to detail, and the ability to work in a fast‑paced, student‑focused environment.

Supervision Received: This position reports to the Associate Director of Financial Aid Advising.

Supervision Exercised: This position does not supervise others.

Examples of Work:

Student Advising – 60%

• Conduct in-person, virtual, phone, and email advising sessions
• Provide guidance on FAFSA, verification, SAP, cost of attendance, loans, and aid options
• Respond to student inquiries within service-level expectations
• Maintain clear, empathetic, accurate communication using team-approved messaging

Processing & Documentation Review – 5%

• Review verification documents, resolve conflicting information
• Process appeals (SAP, budget increases, dependency overrides), per training and delegation
• Track and follow up on incomplete files
• Process general requests (housing letters, NHSC, needs analysis)
• Assist with processing related projects as needed

Outreach/Presentations - 10%

• Deliver presentations or outreach activities to internal and external audiences (e.g., students, community partners, or campus stakeholders) in alignment with departmental goals
• Coordinate logistics for outreach events or presentations (scheduling, materials, audience needs, follow up communication)
• Adapt presentation content and delivery style based on audience needs, feedback, and setting (in person, virtual, small group, large group)
• Report outreach activity (e.g., events completed, audiences reached, outcomes or follow up actions) as requested

Training/Professional Development – 5%

• Participate in ongoing training to stay current with financial aid regulations, systems, and best practices
• Attend professional conferences, webinars, and workshops to enhance knowledge and skills
• Engage in cross-training opportunities to support office flexibility and coverage
• Maintain certifications and credentials relevant to financial aid advising

Financial Literacy coordination – 10%

• Assist with delivering financial literacy presentations and workshops by preparing materials, presenting content, or supporting senior staff during sessions.
• Help maintain and update financial wellness resources, handouts, and web content to ensure information is clear and accessible for students
• Support outreach efforts by coordinating event logistics with internal and external stakeholders

College of Nursing Support – 10%

• Serve as a support point of contact for the College of Nursing staff, responding to routine questions and escalating complex issues as needed
• Participate in meetings with program partners to take notes, share updates, and support follow‑up tasks as needed
• Help communicate program‑specific information and updates to internal team members under guidance from senior staff

The Financial Aid and Scholarships office, part of the Enrollment Operations division, is responsible for the administration of federal, state, and university financial aid and scholarship programs and for supporting students who have the potential to change the world through their practice and/or research. This team is dedicated to processing aid accurately and in a timely manner and to providing the best service possible to our busy students. The team also works collaboratively with other student services, schools and colleges, and the Denver campus in a dynamic and engaging work environment.

• 
  Medical: Multiple plan options
• Dental: Multiple plan options
• Additional Insurance: Disability, Life, Vision
• Retirement 401(a) Plan: Employer contributes 10% of your gross pay
• Paid Time Off: Accruals over the year
• Vacation Days: 22/year (maximum accrual 352 hours)
• Sick Days: 15/year (unlimited maximum accrual)
• Holiday Days: 15/year
• Tuition Benefit: Employees have access to this benefit on all CU campuses
• ECO Pass: Reduced rate RTD Bus and light rail service

• A bachelor’s degree from an accredited institution of higher education. Substitution: A combination of education and related technical/paraprofessional experience may be substituted for the bachelor’s degree on a year for year basis, but not for the specific experience.
• One year of professional level experience in financial aid, admissions, advising and/or scholarships office or related field that focuses on customer services in a financial context (ex. Banking, Advisory, Wealth Management, Insurance, University/College, TRIO/Upward Bound etc.).

• Experience working with graduate and professional students, especially those in health-related programs.
• Experience working with Oracle PeopleSoft Campus Solutions.
• Experience working with Federal and State aid regulations.
• Experience counseling student debt.

Conditions of Employment:

• Applicants must be legally authorized to work in the United States without requiring sponsorship. We are unable to provide work visa sponsorship or employment authorization for this position now or in the future.
• Standard campus hours are 8am – 5pm, with public-facing office hours of 9am – 4pm
• Employees are required to work on site a minimum of three (3) days per week, or more frequently as designated by campus policy, leadership direction, or operational needs.
• Occasional evening or weekend work may be required for events, outreach activities, or peak operating periods.

• Comprehensive knowledge of federal, state, and institutional financial aid regulations, policies, and compliance requirements.
• Demonstrated commitment to high‑quality, student‑centered customer service.
• Strong public speaking, presentation, and facilitation skills across a variety of audiences and formats.
• Excellent interpersonal, conflict resolution, and relationship‑building skills.
• Strong analytical, research, critical‑thinking, and organizational abilities.
• Ability to exercise sound judgment and make independent decisions in complex situations.
• Proven ability to build and maintain effective working relationships with colleagues, campus partners, and external stakeholders.
• Ability to clearly communicate policies and procedures to diverse audiences and train staff or campus partners as needed.
• Ability to assess situations, identify challenges or opportunities, and provide practical, solution‑focused recommendations.

• 
  A letter of interest describing relevant job experiences as they relate to listed job qualifications and interest in the position

• Curriculum vitae / Resume

• Three to five professional references, including name, address, phone number (mobile number if appropriate), and email address

The starting salary range (or hiring range) for this position has been established as $48,989-$55,734.

The above salary range (or hiring range) represents the University’s good faith and reasonable estimate of the range of possible compensation at the time of posting. This position may be eligible for overtime compensation, depending on the level.

Your total compensation goes beyond the number on your paycheck. The University of Colorado provides generous leave, health plans and retirement contributions that add to your bottom line.