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Student Financial Planning Counselor

Finance & AccountingFinancial Planning
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Quick Summary

Overview

Summary 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…

Requirements Summary

Minimum of a bachelor's degree Experience working in financial planning, student services or other related experience Excellent communication (oral and written), presentation, organizational, and interpersonal skills Proficiency with Microsoft…

Technical Tools
excelms-office

 

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

 

  • 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

 

Requirements

~1 min read
  • Minimum of a bachelor's degree
  • Experience working in financial planning, student services or other related experience
  • Excellent communication (oral and written), presentation, organizational, and interpersonal skills
  • Proficiency with Microsoft Office, including Teams, Word, Excel, PowerPoint and Outlook

 

Requirements

~1 min read
  • Bachelor's degree in finance or a related field of study
  • Experience working in higher education  
  • Experience using Banner

 

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

Applications are accepted on an ongoing basis until job posting is closed.

Johnson & Wales University is an equal opportunity employer. The university does not illegally discriminate on the basis of any protected class.  All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability, ethnic and national origin, familial status, gender or gender identity, genetic information, military service, national origin, pregnancy and related conditions, race, religion, sex, sexual orientation, veteran status, or any other protected class.


Advertised: Eastern Daylight Time
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Location & Eligibility

Where is the job
Charlotte, United States
On-site at the office
Who can apply
US

Listing Details

First seen
May 6, 2026
Last seen
May 9, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
42%
Scored at
May 6, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Recent JobsStudent Financial Planning Counselor