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

Advisor Financial Aid

Universal Technical Institute

Financial Aid Advisor

The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers as they move through the financial aid process. A successful candidate will enjoy working collaboratively in a fast paced environment, be detail oriented with strong follow-up skills, and communicate in a friendly and compassionate manner.

Advisors are typically assigned to either future students or active students. Those that support future students are focused on ensuring those students are prepared to start school. Those that support active students focus on ensuring students have the support they need while attending school.

What We Offer:

$XXXX Sign on Bonus $XX - $XX per hour/year Weekends OFF Paid Training FREE UTI or Concorde Tuition for you AND your Immediate Family Medical/Dental/Vision/Life Ins/STD & LTD Ins 401K, Paid Holidays, Paid Time Off Paid Parental Leave ADD OTHER BENEFITS

Responsibilities

  • Supports students through initial and ongoing student contact, ensuring financial aid and other sources of aid is secured, and making certain all required paperwork is submitted.
  • Provides the best possible experience for students during every interaction by displaying compassion, composure, and offering compelling reasons to complete next step within proper timeframes.
  • Recognizes hidden issues and offers creative solutions to assist students in addressing barriers to starting or continuing in school.
  • Positions the value of UTI by matching UTI benefits to student/influencer needs and values; confirm value and gains agreement.
  • Ensures all processing related to students' financial aid are administered accurately and timely and in compliance with state and federal regulations.
  • Navigates students/influencers through the financial aid process by clarifying process steps, reviewing where they are in the overall process.
  • Educates students on federal aid borrower's rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.
  • Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
  • Executes the appropriate contact strategy and ensures that all students receive the proper follow up and achieve the appropriate milestones in the financial aid process.
  • Manages an assigned workload load of students through a variety of tools and processes.
  • Future Advisors work closely with Admissions Representative and students to fully understand each student's situation and indicators to determine the student's likelihood of starting school and to develop an accurate projection of the upcoming starts.
  • Active Advisors work closely with Student Affairs Advisors, Education and students to fully understand each student's situation and indicators to determine the student's likelihood of continuing the education and graduating.
  • Other duties as assigned.

Qualifications

Education / Experience

  • High School diploma or GED required. Some college courses preferred.
  • 3 years of experience in customer service or sales
  • 2 years Financial Aid experience preferred

Skills

  • Computer Skills (Word, Excel and SharePoint)
  • Customer Service Skills
  • Organization Skills
  • Professional communication Skills (verbal and written)
  • Multi-Tasking and Time Management Skills; can adapt to a changing fast-paced environment

Abilities

  • Must be able to lift, carry, push, or pull up to 5 pounds or less 5% of the workday
  • Must be able to stoop, kneel, crouch, or crawl 5% or less of the workday
  • Must be able to talk, see, hear, concentrate, think, learn and reason for all of the workday
  • Must be able to sit and walk or otherwise move around for prolonged periods throughout the workday.
  • Must be able to use a keyboard and do manual tasks for prolonged periods throughout the workday.

Work Environment

  • Work is performed indoors in a climate-controlled environment.

About Us: It's all about the reputation. 55+ years of experience, trusted by 35+ industry leading brands, 16 campuses, 5 technical schools. But it's not all about the numbers. Here at Universal Technical Institute and its family of schools, we care about YOU. We care about making a change in the lives of our employees and our students. We're on a mission to expand our reach and increase our impact, one life at a time and that starts with yours...Come and be a part of our legacy!

Universal Technical Institute
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Advisor Financial Aid in Long Beach, CA vacancy
  • A leading financial services organization in Lakewood seeks an experienced financial advisor to provide comprehensive financial and investment planning services. You will work collaboratively with clients to deliver tailored banking solutions and achieve sales targets.... 
    Suggested

    Hispanic Alliance for Career Enhancement

    Lakewood, CA
    1 day ago
  • Chase is seeking a Private Client Advisor in Lakewood, California. The role focuses on building and managing client relationships while...  .... Candidates should have at least 2 years' experience in a financial advisor position and must possess a Series 7 and Series 66 license... 
    Suggested

    Chase

    Lakewood, CA
    2 days ago
  • A leading financial services firm in Lakewood, California, is seeking experienced individuals to provide financial planning and investment advice, collaborating with team members to deliver comprehensive banking solutions. Candidates should have a strong knowledge of the... 
    Suggested

    BMO U.S.

    Lakewood, CA
    1 day ago
  • Ivanoff Advisors is a retirement planning firm dedicated to helping individuals answer the question, "How much do I need to retire?"...  ...care insurance. Ivanoff Advisors focuses on designing customized financial strategies that align with clients’ income goals and risk... 
    Suggested
    Full time

    Ivanoff Advisors

    Cypress, CA
    5 days ago
  • $70k - $80k

     ...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Los Alamitos, CA
    4 days ago
  • $102k - $139.5k

     ...innovation, strategic initiatives, and capital investments. It's a highly impactful and dynamic team that focuses on business strategy, financial plans including budgets and our long-term strategic plan, KPI development and management, materials for our Board of Directors,... 
    Full time

    Relativity Space

    Long Beach, CA
    a month ago
  • $100 per hour

     ...that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview Turing is looking for Financial Consulting professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in... 
    Hourly pay
    Freelance
    Remote work
    Flexible hours

    Turing

    Long Beach, CA
    4 hours ago
  •  ...Business Solutions Advisor - Gardena Main Financial Center Gardena, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Gardena, CA
    4 days 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

    Long Beach, CA
    4 hours ago
  • $23 - $25 per hour

     ...work every day. Personal Banker/Member Service Representative (MSR) You're more than the face of the branchyou're a trusted financial partner. You'll blend service, sales, and problem-solving to help members confidently navigate their financial journeys. What... 
    Hourly pay
    Weekday work

    OC Federal Credit Union

    Long Beach, CA
    6 days ago
  • Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...

    TradeJobsWorkforce

    Los Alamitos, CA
    5 days ago
  • $45.9k - $75.9k

     ...thrives in a goal‑driven environment, enjoys connecting with people, and is motivated by uncovering opportunities to meet clients' financial needs. We're looking for relationship builders with a strong sales mindset who are excited to represent the branch in the... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO (Bank of Montreal)

    Long Beach, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Job Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Alamitos, CA
    4 days ago
  • $25 - $27.88 per hour

     ...Bank Of America Job Opportunity 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... 
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Harbor City, CA
    3 days ago
  • $25 - $27.88 per hour

     ...Bank Of America Financial Center Position 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... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Long Beach, CA
    3 days ago
  • $70k - $80k

     ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Los Alamitos, CA
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Long Beach, CA
    4 days ago
  • $125k - $135k

     ...readiness Ensure full compliance with GAAP and enforce strong percentage-of-completion (POC) accounting practices, controls, and financial discipline Oversee job costing, WIP reporting, and revenue recognition to ensure accurate project financials and compliance with... 
    Full time
    Work at office
    Visa sponsorship

    Ampam-Parks-Mechanical

    Carson, CA
    5 days ago
  •  ...This individual serves as a liaison between the doctor and patients, ensuring a seamless experience for new patients while managing financial arrangements. Ideal candidates will have a minimum of 2 years experience in a dental setting, strong communication skills, and a... 

    Morgan Dental Corp

    Cypress, CA
    4 days ago
  • $77k - $105k

    RadNet, Inc. is looking for a skilled Financial Analyst - FP&A to join their team in California. This role involves analyzing financial data, creating financial models, and providing insights to support management decisions. The ideal candidate will have over three years... 
    Work at office

    RadNet, Inc.

    Cypress, CA
    2 days ago
  • $77k - $105k

    Full-time/Part-time Full-time Job Description Raymond West is seeking a skilled Financial Analyst - FP&A to join our team. This role involves reporting, analyzing, and interpreting financial and operating data for our Corporate FP&A function. The successful candidate will... 
    Full time
    Part time
    For contractors
    For subcontractor
    Work at office
    Flexible hours

    RadNet, Inc.

    Cypress, CA
    2 days ago
  •  ...individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial...  ...and forecasting; and providing information as requested to aid the development of department/regional budgets. Supports others... 
    Temporary work

    Kaiser Permanente

    Downey, CA
    4 days ago
  • Maverick Trading is seeking a vertical spread options trader in Long Beach, CA. This role focuses on trading defined-risk debit and credit vertical spreads across single-name US equity options and index options. Ideal for traders who prefer a straightforward approach and...
    Remote work

    Maverick Trading

    Long Beach, CA
    3 days ago
  • Maverick Trading in Long Beach, CA is seeking Equity Swing Traders to manage US equities positions over several days to weeks. This role is suited for traders who prefer a routine that allows for less chair time, understanding market context rather than just chart patterns...
    Night shift

    Maverick Trading

    Long Beach, CA
    3 days ago
  •  ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Location This position is open for the... 
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Cypress, CA
    4 days ago
  • A large-cap options trader at Maverick focuses on the most liquid US-listed names — the S&P 100 universe and a handful of additional names with comparable option volume. The role rewards traders who want clean execution, scalable size, and the operational benefits that...
    Remote work
    Night shift

    Maverick Trading

    Long Beach, CA
    3 days ago
  • Equity swing traders at Maverick hold positions for several days to several weeks. The role is suited to traders who think in trends and base structures rather than ticks, and who prefer a routine that doesn't require chair time at the open. Swing traders typically review...
    Remote work
    Night shift
    Day shift

    Maverick Trading

    Long Beach, CA
    3 days ago
  • Bank of America is seeking an enthusiastic individual to assist clients in the Cypress location with their financial transactions. This role focuses on building relationships and educating clients about self-service banking options such as mobile and online banking. Candidates... 

    Bank of America

    Cypress, CA
    4 days ago
  • $20.67 - $31.25 per hour

     ...Albion, New York 14411 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... 
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Lakewood, CA
    5 days ago
  • A leading financial institution in Lakewood is seeking an enthusiastic individual for a position focused on client engagement in banking services. The successful candidate will assist clients with transactions and provide insights tailored to their financial needs. This... 

    Bank of America

    Lakewood, CA
    1 day ago

Do you want to receive more vacancies?

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