Financial Aid Representative
WCTC Corporate Training Center
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 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. Minimum Qualifications 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. High School diploma (or GED); associate or bachelor’s degree preferred. 0-2 years experience in customer service, clerical, administrative, or student services setting. Bilingual skills are a plus. Benefits 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 WCTC Corporate Training Center
- 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
- 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
$26.35 - $35.65 per hour
...Senior Financial Aid Advisor - Team Lead This role supports Herzing University's Midwest Region and will be onsite at the Brookfield, WI campus. The Senior Financial Aid Advisor Team Lead supports Herzing University's mission through administration of financial aid...SuggestedHourly payWork experience placementWork at officeMonday to FridayNight shift$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...SuggestedTraineeshipHome office$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...SuggestedFull timeInternshipLocal area- Description The Financial Aid Operations Specialist supports the technical and processing functions of the Financial Aid Office. This role requires a high level of professional knowledge and judgement in interpreting and applying complex financial aid regulations, maintaining...Permanent employmentWork at officeMonday to Friday
- 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...
$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- 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 timeTemporary workWork at office
$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...- Landmark Credit Union in Waukesha, Wisconsin is looking for a member service representative to assist members with their financial needs while providing exceptional service. The role involves processing loan applications, opening deposit accounts, and cross-selling financial...
$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...$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...- 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...
- 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
- ...subject matter expert in all major areas of underwriting, including special pricing and marketing projects. Meet with clients and Financial & Underwriting team to define and accomplish projects. Assist in determining strategic goals of team(s), including but not...Work experience placementWork at office
- Financial Advisor - Waukesha, WI and Surrounding Areas page is loaded **Financial Advisor - Waukesha, WI and Surrounding Areas**locationsWI - Waukesha time typeFull time posted onPosted Today job requisition idREQ-42057 Meaningful work. Rewarding career. Make an impact...Local area
$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 timeInternshipLocal areaFlexible hours$20.48 - $24.57 per hour
...through a robust benefits offering: Health & Wellness Medical, dental, and vision insurance to keep you and your family healthy. Financial Peace of Mind 401(k) with company match, life insurance, and disability coverage. Time Off Generous paid time off (PTO), paid holidays...Hourly payWeekly payFull timeLocal area- 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...
- 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...
$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 timeWork experience placementInternshipLive inWork at officeFlexible hours$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$65k
...two years of customer service experience or similar roles Experience in loan sales, application processing, and loan closing at a financial institution Ability to explain credit bureau reports and manage loan documentation Experience selling ancillary insurance products...Work at office$100 per hour
...remain on the website for 30 days, are emailed to all members and non-members, and are shared on social media. Advisor Opportunity in Financial Planning Firm Job Posting May. 21, 2026 Looking for an advisor that will utilize tax preparation, along with tax strategies and...Full timePart timeWork at officeRemote workRelocation$36k - $75k
Join Mutual of Omaha as a Financial Representative Trainee and start your journey in the financial services industry. Gain valuable skills and experience through a comprehensive program aimed at preparing you for success in selling Individual Insurance products. This role...Traineeship$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- ...client-focused Wealth Advisor in Waukesha, Wisconsin. In this role, you will enhance client relationships and deliver thoughtful financial planning while working with an established client base alongside senior advisors to ensure high-quality service. The ideal candidate...
$30k - $60k
Alerus Financial is seeking a Financial Advisor in Pewaukee, Wisconsin. The role involves managing high-net-worth client portfolios and delivering tailored financial solutions. An ideal candidate holds a Bachelor's in finance, possesses 5 years of relevant experience, and...- 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
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