Financial Aid Advisor II
Full-time
Financial Aid Advisor II - Orlando, FL
Location: Orlando, FL (100% On-Site; work-from-home not available)
Excelon Associates is conducting a search on behalf of a private university client for a Financial Aid Advisor II based at the client's Orlando campus. This role provides students with the maximum amount of financial assistance for which they are eligible, in accordance with applicable regulations, delivering timely service of the highest quality while coordinating with other departments to ensure institutional development goals are met. The client is seeking a dynamic and detail-oriented professional to play a vital role in managing student financial assistance programs.
Essential Duties and Responsibilities
The client fosters a community devoted to academic excellence, innovation, and human development. Every employee plays a key role in advancing student growth while enhancing their own professional journey, supported by a culture of teamwork, respect, and ongoing learning. Employees enjoy professional growth opportunities, career stability, and the satisfaction of contributing to an organization that changes lives through education.
#excelonassociates
Location: Orlando, FL (100% On-Site; work-from-home not available)
Excelon Associates is conducting a search on behalf of a private university client for a Financial Aid Advisor II based at the client's Orlando campus. This role provides students with the maximum amount of financial assistance for which they are eligible, in accordance with applicable regulations, delivering timely service of the highest quality while coordinating with other departments to ensure institutional development goals are met. The client is seeking a dynamic and detail-oriented professional to play a vital role in managing student financial assistance programs.
Essential Duties and Responsibilities
- Monitor, evaluate, and recommend financial aid for qualified student applicants
- Meet with students to analyze eligibility for financial aid, and review and approve student loans
- Input FAFSAs daily and print needs analyses for file review, monitoring and adjusting student aid awards as necessary
- Resolve student appeals pertaining to financial aid eligibility and awards
- Advise current and future students regarding financial aid opportunities and procedures, respond to inquiries from students and parents, and interpret and explain government and other regulatory requirements relative to financial aid
- Collect and analyze data, prepare financial aid reports and applications for funds, and prepare forms for office and student use
- Present statewide programs to students and parents, compile and edit student financial aid informational materials, and coordinate financial aid delivery to off-campus students
- Mail financial aid packets to future students upon receipt of their applications
- Meet with the Admissions Department regularly to discuss the status of future students
- Completed associate degree or higher
- Experience in financial aid within a higher education environment
- Ability to work with goals, productivity targets, and deadlines
- High degree of confidentiality, accuracy, and organization
- Excellent technology skills, including MS Office (Excel, Word, PowerPoint, Outlook) and Campus Nexus, among others
- Ability to work extended hours, including evenings and weekends, to meet business objectives
- Medical coverage, including HSA and FSA options (dependent and health care)
- Dental and vision insurance
- 12 paid holidays, paid time off, and a paid volunteer day
- 401(k) with 50% employer matching
- Short-term disability and life insurance
- Supplemental life insurance options
- Growth opportunities, education assistance, and professional development benefits
- Group life insurance
- Long-term disability
- Talent referral program
- TicketsatWork discount entertainment program
- Paid day off on your birthday (full-time employees after two years)
The client fosters a community devoted to academic excellence, innovation, and human development. Every employee plays a key role in advancing student growth while enhancing their own professional journey, supported by a culture of teamwork, respect, and ongoing learning. Employees enjoy professional growth opportunities, career stability, and the satisfaction of contributing to an organization that changes lives through education.
#excelonassociates
Excelon does not discriminate on the basis of race, religion, sex, gender, sexual orientation, national origin, marital or veteran status, disability, age, or any other characteristic protected by law.
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Financial Aid Advisor II in Orlando, FL vacancy
- ...Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that...SuggestedWork experience placementWork at officeFlexible hoursNight shiftWeekend work
- OverviewSecurity Operations Center Analyst II - Orlando, Florida Company Overview Statement:Working across the globe, V2X builds smart solutions designed to integrate physical and digital infrastructure from base to battlefield. We bring 120 years of successful mission...SuggestedRemote work
- ...support of the chief information security officer (CISO) and Orlando Health organizational business units, the Epic Security Analyst II, will provide consultation and guidance to the development, internal application and technical teams, and the third-party Epic EMP/SER...SuggestedFull timePart timeWeekend work
- ...America's Healthcare Education and Not For Profit (HENFP) banking group is seeking a Credit Officer II. HENFP is part of the Commercial Bank and supports the financial needs of a variety of 501c3 not for profit clients including healthcare, private universities, colleges...SuggestedShift workDay shift
- ...Performance Hub.Performance Hub is currently seeking an Analyst II to join our Performance Hub practice.Responsibilities:Work flexibly... ...within one of following areas: AML (Anti-Money Laundering), financial transactions monitoring, financial investigations, financial compliance...SuggestedH1bWork at officeLocal area
- ...Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the... ...and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial...Full timeImmediate startDay shift
- ...Financial Analyst II To join a team of people with the mission: Relentless Commitment to Student Greatness in School and in Life™. If you love inspiring and motivating young learners and want to put students first in education, Charter Schools USA (CSUSA) is the right...Work at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming 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...Full timeContract workFor contractorsWork at office- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...Work at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$120k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of...- ...Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
- ...Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships...
- ...Job Overview Bank of America, in partnership with Merrill, seeks a Merrill Financial Solutions Advisor (MFS‑Advisor) who will advise affluent and high‑net‑worth clients on achieving their financial goals. The role includes training, mentorship, and a clear path toward...
- ...guided by a common purpose to help make financial lives better through the power of every connection... ...Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...role, Financial Solutions Advisor Stage II, where you will continue to practice the...Full timeWork at officeImmediate startMonday to FridayShift workDay shift
- ...Job Description Job Description We are seeking an experienced Financial Aid Officer for immediate, temporary hire to support high-volume operational needs within the Financial Aid Department. This role plays a critical part in ensuring timely processing, compliance...Temporary workImmediate start
- ...personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office... ...Description This is a full-time hybrid role for a Financial Advisor, based in Winter Park, FL with flexibility for some remote work...Full timeWork at officeRemote work
- Important Note OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in... ...benefits and more. We believe in the work we do with our advisors. We are pro- active in our partnership and enable our advisors...Work experience placement
- Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best...Work at office
- Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office. Job Summary Advus...Work at office
$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hours- Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
$75k - $113k
Are you an experienced Financial Advisor looking for new opportunities in the Orlando, FL Area? New York Life is actively seeking skilled professionals like you to join our team. As a Financial Advisor at New York Life, you'll have the chance to provide clients with the...- ...Florida Business Journal 2020) …tired of working for “big box financial”? …working with a limited number of products and services,... ...entrepreneurially minded, with client-facing certainty. Our Advisors have access to a dedicated support staff to help process business...Temporary workLocal area
- ...firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your... ...and elevate your client experience. What We Offer Competitive Advisor Funding : Transition assistance for experienced advisors and a...Full time
- ...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...
$100k
...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a...Permanent employmentFull timeWork at officeLocal area- ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Aid Advisor II. Be the first to apply!
Related searches
- financial advisor training program Orlando, FL
- financial planning assistant Orlando, FL
- estate planning consultant Orlando, FL
- associate leveraged finance Orlando, FL
- financial advisor development program Orlando, FL
- wealth advisor Orlando, FL
- financial planner cfp Orlando, FL
- financial consultant Orlando, FL
- financial counselor Orlando, FL
- associate corporate finance Orlando, FL


