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

Financial Aid Advisor

$20.54 - $24.16 per hour

Milwaukee Succeeds

Current staff, faculty/adjunct at Herzing University: l og into UKG and navigate to Menu > My Company > View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business needs Monday-Friday between 8am and 5pm with one later shift, scheduled until 7pm. There will be the occasional need for weekend hours. This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison. The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This role requires strong customer service and attention to detail. This individual may work directly with students, providing counseling and assistance on all aspects of the financial aid process, or the individual may work to package, process, and award financial aid funds. Financial Advisors receive onboarding support through our On-the-Job Training Program and have opportunity for growth by means of our Career Pathways. Requirements: Great customer services skills and experience. Excellent organizational and time management skills. Excellent critical thinking skills. Exceptional knowledge of Microsoft Office including Word, Excel and Outlook. Experience/knowledge of Student Information Systems (CampusNexus & Regent preferred). Bachelor's degree preferred. Title IV administration/VA certifying official preferred. Bachelor's degree preferred. Compensation is determined based on the qualifications, experience, and circumstances of each hire. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan with company match. The hourly pay range for this position is $20.54 to $24.16 (Associate level) or $21.74 to $25.58(Advisor level). Responsibilities: Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Utilize financial aid software to review student documents and eligibility criteria to finalize financial aid awards. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals. Counsel students on financial literacy and wellness topics for the purpose of educating and encouraging responsible borrowing practices. Manage a student caseload, striving to build relationships and support students in resolving all matters related to their financial aid funding. Perform regular outreach to students requiring action including needed documents, loan acceptance, and past due balances. Revise financial aid award packages due to updates such as changes in course schedules, approved breaks, eligibility changes, and other factors. Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time. Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution. PHYSICAL REQUIREMENTS: Must be able to remain in a stationary position most of the time. Must be able to occasionally move around the work location. Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals. Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone. Visually or otherwise identify, observe and assess. Occasionally move, carry, or lift 10 pounds. It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at 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 notice from the Department of Labor. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Aid Advisor in Madison, WI vacancy
  • Herzing University is seeking an on-site Financial Aid Advisor to support students across multiple Midwest campuses including Madison, WI. The role involves counseling on FAFSA, awarding funds, and providing guidance on Title IV funds and scholarships. Ideal candidates... 
    Suggested

    Herzing University

    Madison, WI
    1 day ago
  •  ...Financial AdvisorLeading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm...  ...Overview: Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial... 
    Suggested
    Local area

    CPS

    Madison, WI
    4 days ago
  • $50k - $100k

     ...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed... 
    Suggested
    Contract work
    Part time
    Local area

    Bmo

    Madison, WI
    1 day 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

    Middleton, WI
    2 days ago
  • Nelnet is seeking a Senior Account Manager for the FACTS Grant & Aid team to lead end-to-end implementation and manage relationships with Scholarship Granting Organizations and related groups. You will provide high-level client support, process management, and guidance... 
    Suggested
    Remote job

    Nelnet

    Madison, WI
    1 day ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Madison, WI
    20 hours ago
  • $55k - $85k

     ...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building... 
    Work at office
    Remote work
    Shift work

    Vision Financial Group, Llc - Iowa

    Madison, WI
    4 days ago
  • A fraternal benefit society in Madison is looking for financial representatives to support individuals in achieving their financial goals. Candidates will create personalized financial plans and provide guidance on products that protect members’ families and futures. Successful... 

    Modern Woodmen

    Madison, WI
    1 day ago
  • Job Description - Entry Level - Financial Advisor - WI, Madison (2636) (1900028V) Entry Level - Financial Advisor - WI, Madison (2636) ( 1900028V ) Primary Location UNITED STATES-WI-Madison Organization Equitable Advisors is dedicated to making a positive impact in the... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Madison, WI
    1 day ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, WI
    2 days ago
  • The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer... 
    Full time

    Baird

    Madison, WI
    1 day ago
  • Financial Advisor | Private Wealth Launch Your Wealth Management Career with an Established Client Base Work Model: This role is onsite at our Madison, WI OR Brookfield location. More Than a Bank. A Comprehensive Private Wealth Team. While banking is part of our name,... 

    First Business Financial Services, Inc.

    Madison, WI
    9 hours ago
  • $90k - $110k

     ...Financial Advisor – Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next 4‑5 years. Salary & Compensation Base salary range: $90,000-$... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Oregon, WI
    2 days ago
  • A leading financial services organization is seeking a Sales Manager to coach and develop a team of bankers. You will be accountable for achieving sales goals and building strong client relationships. Ideal candidates will have prior brokerage industry experience, hold... 

    Professions Inc

    Madison, WI
    1 day ago
  • Guardian Life is seeking a motivated Financial Professional to join our expanding team in Madison, Wisconsin. This position provides unlimited growth potential within the financial services sector. You will support clients in accessing necessary financial products, using... 

    Guardian Life

    Madison, WI
    3 days ago
  •  ...production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within... 

    Professions Inc

    Madison, WI
    1 day ago
  • $56.8k - $94.1k

     ...and use new technology software applications · Dedication to lifelong learning, including staying abreast of best practices in financial management enabled by technology · Strong Microsoft Office skills Preferred Qualifications: · NetSuite experience in either... 
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM

    Madison, WI
    3 days ago
  •  ...solutions. Qualifications: ~5+ years of experience in business banking, commercial lending, credit analysis or a related financial services role. ~ Experience building and maintaining strong relationships with business clients across diverse industries... 
    Work at office
    Local area

    Starion Bank

    Middleton, WI
    4 days ago
  • About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... 
    Local area

    Modern Woodmen

    Madison, WI
    3 days ago
  • Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies... 

    WealthBridge Financial Group

    Madison, WI
    1 day ago
  •  ...comprehensive solutions. Qualifications: 5+ years of experience in business banking, commercial lending, credit analysis or a related financial services role. Experience building and maintaining strong relationships with business clients across diverse industries including... 
    Full time
    Work at office
    Local area

    Starion Bank

    Monona, WI
    8 hours ago
  • $58.44k - $93.5k

    Magellan Health is seeking professionals to provide personal financial services for military installations. This role involves counseling service members and their families, offering workshops, and developing financial materials. The ideal candidate has a Bachelor’s degree... 

    Magellan Health

    Madison, WI
    1 day ago
  •  ...experienced banking professional who enjoys building lasting client relationships, growing a commercial portfolio, and providing customized financial solutions to local businesses. The ideal candidate will bring a strong background in business banking or commercial lending, along... 
    Local area

    SustainableHR PEO & Recruiting

    Madison, WI
    1 day ago
  •  ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their... 
    Full time
    Work experience placement

    WestPoint Financial Group

    Madison, WI
    more than 2 months ago
  •  ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 

    Thrivent

    Madison, WI
    more than 2 months ago
  • $95k - $120k

     ...Senior Financial Analyst (FP&A) Pay: $95,000 - $120,000 Why This Opportunity Stands Out Join an innovative organization whose technology is making a meaningful impact worldwide. Exciting time to join as the company continues a major finance transformation... 
    Worldwide

    Creative Financial Staffing

    Madison, WI
    1 day ago
  • $60k - $75k

     .... The credit analyst is responsible for gathering and analyzing financial data to assess a new or existing loan applicant’s creditworthiness...  ...with computers and computer software, like programs that aid in statistical and financial calculations Proficiency with financial... 
    Bank staff

    Wisconsin Bankers Association Inc

    Madison, WI
    1 day ago
  • Thrivent Financial is seeking an Insurance Associate to support Wisconsin Heartland Associates in Madison and Stoughton, WI. This role assists Financial Advisors with fixed life, annuities and health insurance while helping to grow and retain members. Responsibilities... 

    Thrivent

    Madison, WI
    2 days ago
  • $17 - $28.96 per hour

     ...processing transactions and addressing customer needs.Identify opportunities to recommend products and services that support customers' financial wellness.Open new accounts and build lasting relationships through personalized service.Partner with specialists across insurance,... 
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Madison, WI
    4 days ago
  • $41.5k - $65.5k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial

    Madison, WI
    2 days ago

Do you want to receive more vacancies?

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