Financial Advisor Jobs in Charlotte, NC

Overview

Financial Assistance Advisor

This position will work at ECPI University’s Charlotte, NC campus location.

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 (https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ecpi.edu%2Femployment&data=05%7C02%7CAManaois%40ecpi.edu%7C38ca6c71b65b4807357508dc274eeb82%7C50656f6f463c40549fc26f4071c6e7fc%7C0%7C0%7C638428467747067851%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=yC4%2F0Wk3kGKU%2BsQFMfMaSJz83s6YlTn%2BVLuELYVuAbY%3D&reserved=0) 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 (https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ecpi.edu%2Fsites%2Fdefault%2Ffiles%2F2024-01%2F975404976-ECPI-employment-benefits-page-2024jan.pdf&data=05%7C02%7CAManaois%40ecpi.edu%7C38ca6c71b65b4807357508dc274eeb82%7C50656f6f463c40549fc26f4071c6e7fc%7C0%7C0%7C638428467747075399%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=y7bPNFTgaKsA%2Fvkov2hvP2jkd%2FkFc6Z4LmzZRbv68qg%3D&reserved=0).

Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.