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

Financial Aid Representative

Waukesha County Technical College

The Financial Aid Representative provides individualized assistance to students and families regarding the availability, eligibility, and application process for financial aid. This position supports student success by guiding applicants through FAFSA completion, reviewing documentation, ensuring compliance with federal and state regulations, and promoting financial literacy. The Representative contributes to student access and retention through high-quality advising, collaboration with campus partners, and proactive student support. Responsibilities Advise current and prospective students on financial aid options, eligibility, and the application process. Assist students with completing the FAFSA, resolving errors, and submitting required documentation. Perform outreach to students selected for verification to assist them with understanding the necessary steps to meet the requirements of the verification process. Provide current and prospective students with information on scholarships, grants, work-study opportunities, and loans to support the financial aid packaging process. Educate students on loan responsibilities, repayment options, SAP requirements, and financial wellness. Assist with the resolution of students’ financial aid issues and appeals related to Satisfactory Academic Progress (SAP) policies. Respond to student inquiries via phone, email, and in-person appointments. Participate in outreach events, orientations, and financial aid workshops on campus and in the community. Collaborate with Admissions, Advising, and the Business Office to deliver a coordinated student experience. Maintain current knowledge of federal and state regulations. Ensure accurate recordkeeping and data entry in the financial aid management system. Qualifications Required Knowledge, Skills and Abilities Basic math and data entry skills Proficiency with Microsoft Office Suite; familiarity with Banner or similar student information systems preferred. Strong communication, organizational, and customer service skills. Ability to handle confidential information and work with varying student populations. Educational and Experience Requirements High School diploma (or GED); associate or bachelor’s degree preferred 0-2 years experience in customer service, clerical, administrative, or student services setting Basic math and data entry skills Bilingual skills are a plus. Supplemental Information The Financial Aid Representative supports the Financial Aid Office and is available to start immediately. Wage Hourly wage is determined based on relevant experience and review of internal equity. Hours Hours are generally Monday through Friday 8:00 a.m. to 4:30 p.m. Application Materials Resume Cover letter Interviews Selected candidates will be invited to an in-person, on-campus interview. To be determined. Internal team members are encouraged to grow their careers at WCTC. To be eligible to apply for a new role, employees must be in their current position for at least six (6) months. WCTC offers a wide range of benefits, including but not limited to: Competitive compensation Comprehensive Benefits Package including health, dental, vision, life, long-term disability, supplemental life, flex spending accounts, and much more Generous time off and holiday schedule Eligibility in the Wisconsin Retirement System (ETF) Opportunities for professional growth and development (including tuition reimbursement, tuition waiver) Well-being activities to support personal and professional well-being Collaborative and supportive team environment #J-18808-Ljbffr Waukesha County Technical College

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Aid Representative in Pewaukee, WI vacancy
  • Financial Aid Representative The Financial Aid Representative provides individualized assistance to students and families regarding the availability, eligibility, and application process for financial aid. This position supports student success by guiding applicants through... 
    Suggested
    Work at office

    WCTC Corporate Training Center

    Pewaukee, WI
    1 day ago
  • Waukesha County Technical College is hiring a Financial Aid Representative to provide individualized assistance to students regarding financial aid eligibility and processes. The role includes advising on FAFSA completion, handling inquiries, and collaborating with campus... 
    Suggested

    Waukesha County Technical College

    Pewaukee, WI
    4 days ago
  • WCTC Corporate Training Center is looking for a Financial Aid Representative in Pewaukee, Wisconsin. This role involves assisting students and families with financial aid eligibility and application processes, including guiding them through FAFSA completion. You will educate... 
    Suggested

    WCTC Corporate Training Center

    Pewaukee, WI
    1 day ago
  • $36k - $75k

     ...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to...  ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips... 
    Suggested
    Traineeship
    Home office

    Mutual of Omaha

    Waukesha, WI
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Waukesha, WI
    12 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Waukesha, WI
    9 hours ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual receive guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our representatives come from varying academic backgrounds... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Waukesha, WI
    2 days ago
  • JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must...  ...include assessing clients' financial needs and aiding them with investments, retirement planning, and more. This position... 

    JMG Financial Group

    Pewaukee, WI
    9 hours ago
  • $61k - $119k

    Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to... 

    UNAVAILABLE

    Pewaukee, WI
    1 day ago
  • A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and... 

    Thrivent Financial

    Waukesha, WI
    1 day ago
  • $150k

    Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150...  ...Employee Services, a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their... 
    Full time

    Drake & Associates, LLC

    Waukesha, WI
    1 day ago
  • JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to... 
    Full time
    Temporary work
    Work at office

    JMG Financial Group

    Pewaukee, WI
    9 hours ago
  • $61k - $250k

    Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships... 

    Northwestern Mutual

    Pewaukee, WI
    2 days ago
  • $61k - $250k

    Northwestern Mutual is seeking a Financial Advisor in Waukesha, Wisconsin, who will help clients achieve their financial goals through tailored financial planning. Responsibilities include growing a client base, managing personalized financial plans, and developing relationships... 

    Northwestern Mutual

    Waukesha, WI
    2 days ago
  • JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years of... 
    Full time

    JMG Financial Group, Ltd.

    Pewaukee, WI
    1 day ago
  • A growing financial planning firm in Waukesha is seeking a skilled Financial Advisor to cultivate long-term client relationships and provide comprehensive financial planning. This role includes managing an existing book of business with no cold calling required. Ideal candidates... 
    Work at office

    Vaco Recruiter Services

    Waukesha, WI
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Waukesha, WI
    4 days ago
  •  ...Financial Specialist UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service and support our members in the Milwaukee area. Join our team and be part of a rewarding journey at UW Credit Union! Why This Job Is Right for... 
    H1b
    Work at office
    Flexible hours
    Day shift

    UW Credit Union

    Waukesha, WI
    1 day ago
  • $41.71k - $65k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...$41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    Waukesha, WI
    9 hours ago
  • $21 - $28 per hour

     ...providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth. We're seeking dedicated individuals to join us as a Relationship Banker. This role... 
    Hourly pay
    Local area
    Night shift
    Early shift

    Tri City National Bank

    Waukesha, WI
    3 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Waukesha, WI
    1 day ago
  • $30k - $60k

     ...provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right...  ...opportunities with existing clients and prospective clients. Represent Alerus in the marketplace by building a network of influencers... 
    Full time
    Work experience placement
    Internship
    Live in
    Work at office
    Flexible hours

    Alerus

    Pewaukee, WI
    1 day ago
  • $50k - $75k

    Job Description LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit Credit Union in Waukesha, WI would allow you to join Summit Credit Union as a Financial... 
    Local area

    LPL Financial

    Waukesha, WI
    1 day ago
  • $36k - $75k

    A financial services organization is looking for a Financial Representative Trainee to join their Accelerator Program. In this role, you will develop the necessary skills to provide holistic financial advice, market individual insurance products, and work towards becoming... 
    Traineeship

    Mutual of Omaha

    Waukesha, WI
    3 days ago
  • $50k - $75k

    LPL Financial is seeking a Financial Advisor to join TruStage at Summit Credit Union in Waukesha, Wisconsin. In this role, you will service an existing client base and create financial solutions tailored to client goals. The ideal candidate must hold Series 7 and 66 licenses... 

    LPL Financial

    Waukesha, WI
    1 day ago
  • A financial services firm in Waukesha, WI is seeking a Financial Advisor to prepare and implement customized financial plans, provide investment and retirement advice, and build strong client relationships. The ideal candidate will have 3+ years of sales experience in financial... 
    Full time

    Drake & Associates, LLC

    Waukesha, WI
    4 days ago
  • Overview World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help... 
    Work from home
    Flexible hours

    World Insurance As

    Waukesha, WI
    2 days ago
  • A leading financial institution is seeking a Financial Advisor for its Advisor Development Program. This role involves working with high-net worth clients, identifying financial needs, and recommending tailored investment solutions. Candidates should have Series 7 and 6... 

    Bank of America

    Waukesha, WI
    3 days ago
  • A wealth management firm in Pewaukee seeks a Wealth Advisor to manage high-net-worth clients, providing tailored financial solutions and advice. Candidates should have a strong background in financial services, exceptional communication skills, and a proven track record... 

    Alerus

    Pewaukee, WI
    4 days ago
  • Northwestern Mutual in Delafield, Wisconsin, offers an internship for College Financial Representatives, aimed at assisting students in building an integrated financial planning practice. This role provides exposure to financial planning tools and networking opportunities... 
    Full time
    Internship

    Northwestern Mutual

    Delafield, WI
    9 hours ago

Do you want to receive more vacancies?

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