Financial Services Advisor

Job Description

Job Description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• Training & development
• Vision insurance

ABOUT OUR SCHOOL
Each Paul Mitchell school is independently owned and operated and committed to providing a high-quality
educational experience. We support Future Professionals, our students, in developing strong technical skills,
creativity, professionalism, and a sense of community. Our programs in cosmetology and other state-approved
disciplines prepare students to achieve state licensure and pursue their career goals in a collaborative,
inclusive, and student-centered learning environment.

JOB SUMMARY
The Financial Services Advisor supports Future Professionals by providing accurate financial information,
guidance, and administrative support related to tuition, payment plans, and student accounts. This role
ensures compliance with school policies and regulatory requirements while supporting a professional,
student-centered experience.

ESSENTIAL FUNCTIONS
● Information and guidance regarding tuition, payment plans, and student financial obligations.
● Support enrollment and ongoing student account processes.
● Prepare, review, and maintain financial documentation and records.
● Communicate clearly with Future Professionals regarding account status and expectations.
● Process payments, adjustments, and required financial documentation.
● Collaborate with admissions, education, and operations teams as needed.
● Ensure compliance with school policies and applicable regulations.
● Maintain confidentiality of student financial information.
● Document interactions and account updates accurately in school systems.
● Provide administrative support related to financial services operations.

Education, Licensure, and Experience:
● High school diploma or equivalent required
● Prior experience in financial services, administrative support, or customer service roles preferred
● Experience working with confidential records preferred
● Experience in an educational or service-based environment preferred

Knowledge, Skills, and Abilities:
● Strong attention to detail and accuracy
● Ability to explain financial information clearly and professionally
● Strong oral and written communication skills
● Ability to maintain confidentiality and professionalism
● Strong organization and time-management skills
● Ability to work independently and collaboratively
● Ability to maintain composure during sensitive conversations

Education, Licensure, and Experience:
● High school diploma or equivalent required
● Prior experience in financial services, administrative support, or customer service roles preferred
● Experience working with confidential records preferred
● Experience in an educational or service-based environment preferred
Knowledge, Skills, and Abilities:
● Strong attention to detail and accuracy
● Ability to explain financial information clearly and professionally
● Strong oral and written communication skills
● Ability to maintain confidentiality and professionalism
● Strong organization and time-management skills
● Ability to work independently and collaboratively
● Ability to maintain composure during sensitive conversations