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Student Financial Planning Counselor

Apply now Job no: 5819
Work type: Full Time
Location: Charlotte, North Carolina
Categories: Staff/Administration, Calendar Year (12-Month), Student Academic & Financial Services



Counsels students and parents on financing a JWU education; provides information on payment options, maintaining integrity of student records in accordance with regulations and standards


Essential Job Functions

  • Meets with students and families to review their accounts, financial aid package and discuss payment options
  • Advises students regarding their financial obligations upon enrollment to the university
  • Participates in a rotation schedule to staff the first point of contact service area (e.g. front desk) for visitors and callers
  • Answers customer questions in a professional and courteous manner providing accurate information and/or referring to the appropriate staff members
  • Audits students' accounts to verify the accounts are current and accurate
  • Performs other duties as assigned


Required Qualifications

  • Minimum of a bachelor’s degree
  • Experience working in financial planning, student services or in other related work
  • Ability to work occasional evenings and weekends


Preferred Qualifications

  • Bachelor’s degree or greater in finance or a related field of study
  • Excellent public speaking skills
  • Demonstrated work experience in financial aid or customer service within higher education
  • Experience working with Banner or other higher education systems 


Johnson & Wales University is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, genetic information, national origin, disability status, protected veteran status or any other basis prohibited by law.

Advertised: Eastern Standard Time
Applications close:

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