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Student Financial Planning Counselor

Apply now Job no: 8847
Work type: Full Time
Location: Charlotte, North Carolina
Categories: Staff/Administration, Student Academic & Financial Services, Calendar Year (12-Month), Campus Based



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


Diversity & Inclusion 

Embracing diversity for a richly inclusive community is a Guiding Principle at JWU. Our students, faculty and staff have varied backgrounds, experiences and perspectives that unite us as one community and contribute to our success. We are committed to enhancing the diversity of our workforce teams and we encourage individuals from underrepresented groups to apply. 

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.


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 some weekends and evenings for special events


Preferred Qualifications

  • Bachelor's degree in finance or a related field of study 


Please Note

Qualified candidates must live or relocate within a daily commuting distance of the Charlotte Campus location upon hire. 

Advertised: Eastern Standard Time
Applications close:

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