Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Finance Advisor

$34.7k
Full-time

University of Phoenix

:

General Information

Location:

US-AZ - Phoenix

Position Type:

Full Time

Virtual Eligible:

Yes

Job Category:

Accounting/Finance/Purchasing

Ref #:

6841

Description and Requirements

Are you searching for a rewarding, fulfilling position that offers challenging work and the ability to make a big impact while working side-by-side with a team of fun, innovative people? Ideally, would you like this position to be with an organization that makes a positive contribution to the world? If so…we would love to hear from you! About Us University of Phoenix is a leading higher education institution founded in 1976 by Dr. John Sperling. Our mission is to improve the lives of our students, their families and future generations through higher education. Our values (which hopefully you share) are: Brave. Honest. Focused. Our University values and embraces all team members and their unique perspectives. We fundamentally believe in fostering an environment which deeply respects, celebrates, and actively encourages a diverse workforce. We are committed to hiring - and learning from - those who share our passion to help others achieve their educational aspirations. We offer excellent benefits, an effective recognition program, and outstanding learning and development tools, including tuition vouchers for employees and their qualified family members.

About the Position

The Finance Advisor-Inbound answers incoming customer calls in a fast paced environment, speaking to financial aid processes, and assisting students with overcoming obstacles throughout the student lifecycle.

The Finance Advisor-Inbound is committed to customer satisfaction and an ability to make quick and accurate decisions with empathy and integrity, and focuses on providing an optimal student experience relating to students financing their education. This role communicates with students regarding their finance options while ensuring financial processes are completed in accordance with established guidelines. The Finance Advisor-Inbound may also be directed to complete other job duties as needed. Those in this role are natural problem solvers, on many occasions dealing with customer issues and account discrepancies require research, de-escalation, and effective issue resolution. An individual must be able to make outbound calls, respond to emails and chat based on business need.

About You

  • You are known for your attention to detail and have a strong commitment to complete tasks on time.
  • You thrive in an environment that has established guidelines and you have resources to support your success.
  • You are a natural problem solver.
  • You have excellent communication skills.
  • You thrive in an environment that is supportive with continuous feedback from peers and leaders.

IMPORTANT: You must reside in one of the following states: AZ, CO, ID, MT, NM, NV, OR, TX, UT, WY

What You'll Do

  • Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate.
  • Educate and assist prospective and/or current student regarding policies and requirements for selected finance options, including federal student financial aid.
  • Provide timely, accurate, and comprehensive customer service to students. Utilize critical thinking, creativity, and problem solving to address and resolve student issues to ensure a positive student experience.
  • Evaluate student accounts to explore solutions that assist students in attaining their educational goals.
  • Facilitate the processing of federal student financial aid to ensure compliance with established regulations, policies, procedures, and guidelines.
  • Communicate and collaborate as needed with internal departments regarding student customer service.
  • Adhere to Financial Services quality guidelines which are subject to change.
  • Demonstrate personal and professional integrity as outlined in the Company Code of Business Ethics.
  • Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance).
  • Communicate effectively with prospective and/or current students, primarily via inbound calls. Based on business need, must make outbound calls and respond to emails, and chat as required.
  • Work in a fast paced environment effectively analyzing and communicating complex student situations.
  • Perform other duties as assigned or apparent.

NOTE: The primary accountabilities above are intended to describe the general content and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed above. Specific goals or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager.

Supervisory Responsibilities

None

#LI-Remote

What You Bring to the Table

Minimum Knowledge, Skills, and Abilities:

  • High School Diploma or GED
  • Knowledge of business, education, technology, counseling, and/or nursing programs of study.
  • Computer literate with the ability to learn proprietary software applications.
  • Demonstrates strong verbal communication skills and ability to clearly and concisely explain student accounts in a manner that is easily understood.
  • Ability to perform and manage multiple tasks efficiently and effectively.
  • Ability to work in a fast paced environment effectively analyzing complex student situations.
  • Self-motivated with the ability to work effectively in a team environment or independently.
  • Possess a high level of interpersonal and communication skills to accurately convey University information as described above.
  • Currently has and maintains a valid driver's license, as local travel is generally required

Preferred Knowledge, Skills, and Abilities:

  • Bachelor's Degree
  • Customer service or advising experience in an educational environment involving one-on-one interaction is strongly preferred.
  • General knowledge of the higher education industry and Title IV funding preferred.

As an Equal Opportunity employer, we particularly encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members, and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community.

If you are an active-duty military member seeking employment when off-duty, compliance with Department of Defense Joint Ethics Regulation, 5500-7-R, is required prior to starting employment with University of Phoenix. You are advised to contact your base Judge Advocate General to seek such approval and answer any questions. Pay Range The annual pay range for this position is $34,700 (minimum), $54,600 (midpoint), and $74,500 (maximum).* Pay Range The hourly pay rate range is $16.01 (minimum), $25.19 (midpoint), and $34.38 (maximum). The annualized amount, not including eligible overtime pay, is $34,700 (minimum), $54,600 (midpoint), and $74,500 (maximum).*
  • Typical hiring range is between the minimum and midpoint of the above pay range. Actual starting base pay may vary based on factors such as education, experience, skills, location and budget.

Salary minimum

$34,700

Salary midpoint

$54,600

Salary maximum

$74,500

Manual Salary maximum

71500 Your work is critical to helping adult learners achieve their dreams, and we're committed to rewarding you for your efforts. We offer a competitive, comprehensive total rewards package designed to help you achieve your health, financial, educational and work-life balance goals. Full-time employees are eligible for:
  • Medical, dental and vision plans; Flexible Spending Accounts; Health Savings Accounts; Life and Disability insurance; and our Wellness incentive program;
  • Competitive 401(k) employer match;
  • Substantial tuition discount for you and eligible dependents; and,
  • A generous time off package, including paid vacation, sick time and company holidays.*
  • For more details around paid time off benefits, please click here.

Hourly midpoint

25.19

Hourly minimum

16.01

Hourly maximum

34.38

Manual Hourly Midpoint

0.00

Manual Hourly Minimum

0.00

Manual Hourly Maximum

0.00

CA Hourly Rate/Range

$X or $X - $Y

PT Hourly Maximum

68.75

PT Hourly Midpoint

50.38

PT Hourly Minimum

32.02
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Finance Advisor in Indiana vacancy
  • $82.6k - $162.8k

    Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Indianapolis, IN
    4 days ago
  • Job Description:This role requires you to live near Fort Wayne, IN in order to service local client companies on their campuses in person 4-5 days a week.Note: Fidelity will not provide immigration sponsorship for this position.The RoleAs a Workplace Financial Consultant...
    Suggested
    Full time
    Local area

    Fidelity Investments

    South Bend, IN
    4 days ago
  • $72.8k - $130k

     ...systems, employers, and communities to design innovative solutions that improve quality, affordability, and access to care. As a finance professional, you will support decision making, support standardized pricing and modeling approaches, contribute to contract... 
    Suggested
    Minimum wage
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work
    Shift work

    UnitedHealth Group

    Bloomington, IN
    17 hours ago
  •  ...extraordinary care. The Financial Planner partners with financial advisors, registered representatives, and retirement specialists to help...  ...Typical Skills And Experiences Education: Bachelor's degree in finance. License/Certification/Designation: FINRA 6 license and... 
    Suggested
    Work at office

    Nationwide

    Carmel, IN
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Indianapolis, IN
    2 days ago
  • Description First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service...  ...The following would be a plus: Bachelor's degree in finance, accounting or a related banking field. Willingness to seek... 
    Flexible hours

    First Merchants Bank

    Merrillville, IN
    3 days ago
  •  ...Responsibilities: Personal counseling to assist patient with medical payment arrangement. Interviews patient in order to secure payment/financing of patients monetary responsibility. Interviews patient/guarantor to evaluate eligibility for COBRA financial assistance or... 
    Daily paid
    Work experience placement

    Aya Healthcare

    St Joseph County, IN
    1 day ago
  • Job Description Job Description We are looking for full time financial representatives to join our team who want a rewarding career with the ability to give back in their local communities through our fraternalism.
    Full time
    Local area

    Modern Woodmen of America

    Valparaiso, IN
    21 days ago
  • $17.93 - $29.89 per hour

    Location: Hematology Oncology of Indiana Pay Range: $17.93 - $29.89 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining...
    Immediate start
    Remote work
    Monday to Friday
    Shift work
    Weekend work

    American Oncology Network LLC

    Indianapolis, IN
    3 days ago
  •  ...Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group Overview Northwestern Mutual...  ..., high ethical standards, and an interest in business, finance, or entrepreneurial ventures. Communication: Accomplished verbal... 
    Full time
    Traineeship
    Internship

    Northwestern Mutual

    Anderson, IN
    1 day ago
  • $45k - $100k

     ...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Scottsburg, IN
    4 days ago
  • The Patient Financial Counselor is responsible for assisting patients in the process of completing financial assistance applications, educating them about their financial responsibility, and helping them identify a path toward resolving their balances. This position also...
    Work at office
    Shift work

    Beacon Health System

    Granger, IN
    2 days ago
  •  ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives... 

    Thrivent

    Indianapolis, IN
    more than 2 months ago
  •  ...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent... 
    Temporary work
    Work at office

    Valeo Financial Advisors LLC

    Carmel, IN
    4 days ago
  • $50k

     ...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Gary, IN
    2 days ago
  • Job Description Overview Brimmond Financial Planning is seeking an experienced and dedicated Financial Adviser to join our growing team. This is a unique opportunity to manage and develop an existing client bank while also building your own pipeline through...
    Flexible hours

    AAA Consulting

    Valparaiso, IN
    4 days ago
  • Franciscan Health Indianapolis Campus 8111 S Emerson Ave Indianapolis, Indiana 46237 The Financial Counselor I preregisters and conducts financial counseling and scheduling as needed, and dictates by circumstances surrounding the financial security of patient accounts...
    Local area
    Monday to Friday

    Franciscan Health

    Indianapolis, IN
    5 days ago
  •  ...Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Job Description Overview First...  ...financial goals. They help military families manage day‑to‑day finances, build lifetime assets, and protect against the unexpected.... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Indianapolis, IN
    1 day ago
  •  ...About the job Financial Advisor Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Fort Wayne, IN
    5 days ago
  •  ...financial assessment of patients, determination of ability to pay, collection of deposits, negotiation of payment arrangements, securing financing of self-pay liability, identification of funding sources; some tracking monitoring and reporting requirements. Other duties as... 
    Local area
    Monday to Friday
    Flexible hours

    Universal Health Services

    Greenwood, IN
    3 days ago
  • Division: Eskenazi Health Sub-Division: Hospital Req ID: 26545 Schedule : Full Time Shift : Days Eskenazi Health serves as the public hospital division of the Health & Hospital Corporation of Marion County. Physicians provide...
    Full time
    Work at office
    Local area
    Shift work

    Health & Hospital Corporation of Marion County

    Indianapolis, IN
    5 days ago
  •  ...Financial Aid Advisor - Lincoln Tech - Indianapolis, IN CampusWe're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience... 
    Full time
    Temporary work
    Immediate start

    Lincoln Tech

    Indianapolis, IN
    5 days ago
  • Job Responsibilities Daily review all in-patient and Emergency room self-pay patients for alternative health coverage programs such as Presumptive eligibility Medicaid coverage. Pre-screens uninsured and underinsured patients to identify potential financial assistance...
    Local area

    Riverview Health

    Noblesville, IN
    4 days ago
  •  ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly... 
    Work at office
    Local area

    Waverly Advisors LLC

    Zionsville, IN
    1 day ago
  •  ...including strategies and legal background. Collaborate with Advisors and Investment personnel to develop strategies in the best interests...  ...business. EDUCATION & EXPERIENCE: Bachelor's degree in finance or related field. Master's degree in business, finance or... 

    Springs Valley Bank & Trust Company

    Jasper, IN
    5 days ago
  •  ...We are seeking a highly motivated, detail‑oriented Financial Advisor to join our advisory team. An excellent opportunity for an early...  ...years of industry experience Bachelor’s degree required. Major in Finance, Economics, Business, or related field is preferred but not... 

    Raymond James

    Carmel, IN
    4 days ago
  • $80k - $110k

     ...advising—with autonomy, support, and a community that’s got your back. Why Join WPFG? Non-captive model = freedom + flexibility 100+ advisors who made the switch (many mid-career) Real mentorship. Real growth. Real ownership. What You’ll Do: Help people protect what... 

    WestPoint Financial Group

    Indianapolis, IN
    1 day ago
  • Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The...
    Full time

    The Western and Southern Life Insurance Company

    Vincennes, IN
    5 days ago
  • Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...
    Work at office
    Local area

    Western & Southern Life

    Mishawaka, IN
    5 days ago
  • $60k - $100k

     ...Financial Advisor - Indianapolis, INIndianapolis IN - Indianapolis, IN 46237OverviewPosition Type Full Time Job Shift DayDescriptionIf...  ...typically requires the following qualifications:Bachelor's degree in finance or a related field from an accredited college or university;... 
    Full time
    Work experience placement
    Summer work
    Work at office
    Local area
    Work visa
    Flexible hours
    Shift work

    Savant Wealth Management

    Indianapolis, IN
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Finance Advisor. Be the first to apply!