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Lincoln Educational Services

Financial Aid Advisor-Regional

Career Insights for Financial Planner / Investment Consultant

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Based on Massachusetts data

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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.

$120,463 / year median in Massachusetts

+4% projected growth

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Job Description

Lincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. The individual must live in the Enfield, CT area working remotely but will be required to travel to local campus locations as requested. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements. Responsibilities of a Regional Financial Aid Advisor Conduct preliminary financial aid interviews with potential students Deliver positive customer service-based presentations and responses to student financial aid inquiries Provide potential students and continuing students with accurate information regarding the application process and their eligibility for state and federal assistance or alternative financing Collect information and determine a student's eligibility through an approved needs analysis Advise students of their obligations to provide information and the resulting consequences when verification or documentation of status is required Review student financial aid applications/student loans for completeness and accuracy. Initiate appropriate tracking system for applications and missing documentation, which the student must complete Attend relevant workshops to remain current with regulatory changes and to earn Continuing Education Units as required for State certification Requirements of a Regional Financial Aid Advisor High School Diploma or equivalent Minimum of 2 years responsible general clerical experience in a college or university financial aid office; or an equivalent combination of education, training, and experience Functional knowledge of Microsoft Office systems Required Travel up to 25% to various campus locations as requested Full-Time Benefits Medical, Dental, Vision Life and Disability Insurance 401(k) with Company Match Paid Time Off and Holidays Growth Opportunities About Us For 80 years Lincoln Tech has been one of the nation's leading providers of career training in Healthcare, Automotive/Diesel, Skilled Trades, Information Technology. Lincoln Tech is an Equal Opportunity Employer.
Email:
careers@lincolntech.edu
Website:
www.lincolntech.edu/careers 919-21648 — Reg FA Advisor/New Students-15097