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Knox College

Student Financial Services Advisor

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$104,458 / year median in Illinois

+0% projected growth

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Job Description

Purpose:
Knox College seeks a technologically savvy, resourceful, and driven individual to join the Student Financial Services team. Members of our team work with prospective and current students and their families, assisting them in applying for financial aid, managing the costs of college, and guiding them toward successful completion of a Knox degree.
Summary of the position:
The Student Financial Services Advisor supports prospective and current students by providing financial aid counseling, assisting with financial aid applications, monitoring student accounts, and ensuring compliance with federal, state, and institutional regulations. The role includes evaluating financial aid eligibility, resolving account and application discrepancies, conducting financial aid workshops, collaborating with campus partners to support student enrollment and retention, and delivering exceptional customer service while helping students navigate the financial aspects of their education.
Key Responsibilities:
Provide individual counseling to students and families regarding financial aid options Monitor student account information and conduct any necessary outreach to resolve outstanding information or balances Assist students in completing financial aid applications and related documentation Evaluate and process financial aid applications to determine eligibility for aid Maintain up-to-date knowledge of federal, state, and institutional financial aid regulations Develop and conduct financial aid workshops and presentations for students and parents Collaborate with other campus departments related to student enrollment, billing, retention, etc. Monitor and manage student financial aid packages to ensure compliance with regulatory requirements Provide general guidance on budgeting and financial management to help students make informed financial decisions Respond to inquiries from students, parents, and staff regarding financial aid policies and procedures Assist in the development and implementation of financial aid policies and procedures Identify and resolve any discrepancies in student financial aid applications or awards Other duties as assigned Disclaimer The above information is intended to describe the general nature and level of work being performed by people assigned to this position. It is not intended to be an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Other duties may be assigned at the discretion of the leadership, director, or manager.
Knowledge, Skills and Abilities:
Strong proficiency in the use of information technology and the delivery of online services Strong analytical skills and the ability to interpret and apply federal regulations Commitment to excellent customer service and retention Excellent interpersonal, verbal, and written communication skills Ability to work both in a team setting and independently manage multiple tasks and projects Willingness to work additional hours during peak financial aid processing and student billing seasons An appreciation for a residential liberal arts education, respect for individual differences, openness to the values and opinions of others, and flexibility to adapt to constant change
Minimum Education Required:
Bachelor's Degree in a related field
Minimum Experience Required:
Experience in a related field
Preferred Qualifications:
Experience with student accounts, billing, and payment process
Summary Pay Range:
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance, and experience. Please note that pay is only one component of total compensation.
Benefits:
Health Insurance Dental Vision
FSA/ HSA/ FSA
Dependent Care Employer Paid Basic Life & LTD Voluntary Life Retirement Plan Paid Time Off Employee Assistance Program Parental Leave In keeping with its commitment to equal rights since it was founded in 1837, Knox College particularly welcomes applications from members of underrepresented groups. Knox College does not discriminate on the basis of sex, pregnancy, gender identity or expression, race, color, creed, national or ethnic origin, religion or religious affiliation, sexual orientation or preference, age, marital or family status, disability, veteran status, or other status protected by applicable federal, state, or local law in admission, financial aid, employment, athletics, or any other aspect of its educational programs or activities. In addition, Knox College is prohibited by Title IX of the Education Amendments of 1972 and its accompanying regulations from discriminating on the basis of sex. The College official responsible for coordinating compliance with this Notice of Non-Discrimination is the Director of Civil Rights & Title IX Compliance. Any inquiries regarding policies that prohibit discrimination and harassment, including Title IX sexual harassment, as well as the policy prohibiting hazing, should be directed to the Director of Civil Rights and Title IX Compliance identified below. Staff in the Office of Civil Rights & Title IX Compliance are available to meet with or talk to students, staff, and faculty regarding issues relating to this Notice of Non-Discrimination and the College's policies and procedures. Director of Civil Rights & Title IX Compliance Old Jail 12 | Campus Box
K-209 337
South Cherry Street, Galesburg, IL 61401
Phone:
309-341-7751
Email:
cultureofrespect@knox.edu Inquiries about the application of Title IX to Knox may be referred to the Director of Civil Rights & Title IX Compliance, the United States Department of Education's Assistant Secretary for Civil Rights, or both. Individuals may also contact the U.S. Department of Education's Office of Civil Rights for additional information. Office for Civil Rights U.S. Department of Education-Chicago Office 500 W Madison St., Suite 1475 Chicago, IL 60661-4544
Phone:
312-730-1560
Email:
ocr@ed.gov Inquiries regarding the College's policies regarding the Americans with Disabilities Act of 1990 ("ADA"), or Section 504 of the Rehabilitation Act of 1973 ("Section 504") should be directed to the ADA/504 Coordinator identified below: Knox College ADA/504 Coordinator Jennie Hemingway, PhD Old Jail 12 | Campus Box
K-209 337
South Cherry Street Galesburg, IL 61401
Phone:
309-341-7751
Email:
jhemingway@knox.edu Employees requesting accommodations may contact: Human Resources 52 W South St., Alumni Hall, Suite 100 | Campus Box K-200 Galesburg, IL 61401
Phone:
309-341-7162 or 309-341-7543
Email:
hr@knox.edu Students requesting accommodations may contact: Director of Disability Support Services Patricia Harden Umbeck Science and Math Center E111 | Campus Box
K183 340
South West Street Phone:
309-341-7478
Email:
pharden@knox.edu Artificial Intelligence (AI) tools may be used in certain aspects of the candidate review process for this position; however, all employment decisions will be made by a human.