<h3>Job Description</h3>
Location: On site at location listed in job posting.
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Summary
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We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
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Additional Responsibilities: • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm’s value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. • Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. • Engage your connectivity in the community to foster business development.
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Qualifications: • 4+ years experience in the Financial Services industry. • Bachelor's Degree required from accredited college or university. • Series 7, and either 66 or 63/65. Life &amp; Health. Other financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record. • Strong written and oral communication skills.
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About Us First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
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Benefit Highlights: • Competitive and comprehensive compensation program • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Financial Advisor

Financial Advisor Repost Job Date: 7/25/2024 6:06:35 PM Location: Anchorage , AK, 99516 Salary: $45000.0 - $125000.0/year Experience: 2 Year(s) The New York Life Insurance Agent's role is all about building relationships with and providing the right products and services that can best meet the needs of their clients. Adding up to a rewarding career with a company that insists on doing right by their customers is simply part of who we are. New York Life has been helping generations of Americans attaining their financial goals through our nation-wide agent force for more than 175 years. Our agents' abilities are advanced through our award-winning training, product offerings, agent support, opportunity for advancement, personal and professional growth, and broad-spectrum marketing. New York Life innovatively strides the Qualities that we look for in our Agents: 
<ul>
<li>Sales experience preferred, but not required.</li>
<li>Entrepreneurial mindset.</li>
<li>Strong communication skills both written and verbal.</li>
<li>Desire to help families and businesses to address their financial needs.</li>
<li>Strong business acumen.</li>
<li>Professional business demeanor.</li>
<li>Perseverance in the face of a challenge</li>
<li>Ability to engage your community and leverage personal networks/contacts</li>
</ul>
 What is expected of our Agents? 
<ul>
<li>Ability to understand the needs and financial concerns of clients.</li>
<li>Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.</li>
<li>Promote customized ways for clients to achieve their long-term financial goals.</li>
<li>Cultivating relationships, with a view to helping every family member or individual pursue financial security</li>
<li>Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.</li>
<li>Providing compassion and guidance to clients when unfortunate life circumstances arise.</li>
<li>Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationship over time.</li>
</ul>
 How we will compensate you: In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.1 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.2 
PI5a8bf4d74c58-31181-34063083

<h3>Job Description</h3>
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.
Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.
Why join us?
<ul>
<li>An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe &amp; Mail (past 6 years)&nbsp;&nbsp; &nbsp;</li>
<li>Competitive pay and discretionary or incentive bonus eligible</li>
<li>Comprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a few</li>
<li>Family-friendly work hours</li>
<li>Promote from within culture</li>
</ul>
Why join this team?&nbsp;
<ul>
<li>We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firm</li>
<li>We hold ourselves to the highest standards of service and integrity in the industry</li>
<li>We have a strong reputation for quality service and impeccable ethics</li>
</ul>
What You'll Do
<ul>
<li>Build rapport and professional relationships with clients, prospects, and colleagues</li>
<li>Be committed to client retention, client recruiting, and superior customer service</li>
<li>Gather assets for fee-based and traditional brokerage accounts</li>
<li>Go on calls with clients and potential clients</li>
<li>Maintain a high level of compliance with FINRA, SEC, and firm rules and regulations</li>
<li>Meet sales quotas</li>
<li>Assess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial plan</li>
<li>Oversee the course of financial plans and updating it if necessary, to ensure profits</li>
<li>Cultivate our client base and build win-win relationships</li>
<li>Adhere to compliance with all industry rules and regulations</li>
<li>Administer presentations for new prospects and referrals</li>
<li>Work collaboratively with other team members</li>
<li>Identify and deepen relationships with clients and potential clients</li>
<li>Possess knowledge of a wide array of financial products and services</li>
<li>Keep up on new industry trends and research the market to back up financial consulting decisions</li>
<li>Network, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etc</li>
<li>Other duties, as they arise</li>
</ul>
Qualifications
<ul>
<li>Series 7, 66 or 63 and 65</li>
<li>Proven work history with experience as a financial advisor, planner, specialist or another relevant role</li>
<li>Consistent track record of successful financial guidance</li>
<li>Ability to analyze the market data in order to formulate and provide appropriate, data-based financial advice</li>
<li>Solid communication, negotiation, and presentation skills</li>
<li>Attention to detail and consistent accuracy with all data</li>
<li>Highly articulate and able to explain complex information clearly and simplys</li>
<li>Self-motivated</li>
<li>Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)</li>
</ul>
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
EEOC Statement
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

<h3>Job Description</h3>
Job Description
POSITION SUMMARY
The Financial Aid Advisor will be greeting students, reviewing, correcting and packaging Financial Aid student files, as well as processing student files for Financial Aid in accordance with regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Review financial aid applications, forms and documentation for completeness and accuracy; verify information reported on FAFSA to determinate eligibility. Complete verification procedures where needed.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Input FASFA, review resulting ISIR and maintain financial aid funding schedule in CLASS.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Provide entrance and exit counseling.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Answer questions, inquires or requests from students or parents.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Responsible for complete and accurate files and paperwork.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Maintain a close working relationship with Admission and other personnel.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Remain current on all applicable laws and regulations.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Attend financial aid workshops and conferences.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Performs all other duties as assigned.
KNOWLEDGE AND SKILLS
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Knowledge of government regulations and guidelines relating to financial aid and Title IV.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Demonstrated skills in modeling a strong customer service orientation.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Demonstrated skills in establishing and maintaining effective working relationships with students, staff, faculty, and the public.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to work effectively with a diverse student population.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Possesses excellent written and verbal communication skills.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to manage sensitive, confidential issues.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Demonstrated strong interpersonal skills.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Detail oriented and produces work that is accurate.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.
•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Ability to work a flexible schedule.
Company DescriptionSuccess Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, Nevada Career Institute and Marsha Fuerst School of Nursing. SEC is a leader in allied health education, and has been offering quality and affordable health care training programs for over 55 years. 
<h3>Company Description</h3>
Success Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, Nevada Career Institute and Marsha Fuerst School of Nursing. SEC is a leader in allied health education, and has been offering quality and affordable health care training programs for over 55 years.

Financial Aid Advisor

<h3>Job Description</h3>
Job Description
Job Title: Financial Aid Advisor
Department: Financial Aid
Reports To:Associate Director of Operations
Position Overview: Primarily responsible for assisting students and parents in regard to financial aid
 
Duties and Responsibilities:
<ul>
<li>Advise students and parents on eligibility requirements for federal, state and institutional aid</li>
<li>Review financial aid applications; perform needs analysis in order to determine need for both undergraduate and graduate students</li>
<li>Assist students in estimating their educational expenses, calculating their needs for the year and preparing a financial aid plan</li>
<li>Ensure compliance with all financial aid policies, procedures and regulations when reviewing financial aid applications</li>
<li>Interact with various college offices and outside entities to resolve conflicts, expedite processing and access information</li>
<li>Responsible for processing applications, administering and managing all financial aid programs including Federal, State, and Institutional aid programs. This includes but is not limited to:
<ul>
<li>Loan Entrance and Exit Counseling</li>
<li>Federal Pell Grant and SEOG Grant reconciliation </li>
<li>Work Study Reconciliation including processing time sheets</li>
<li>New York State TAP Grant Reconciliation </li>
<li>Reconcile federal student loan proceeds</li>
<li>Certify private education loans </li>
</ul>
</li>
<li>Perform application verification, conflict resolution, and use professional judgment as needed</li>
<li>Represent the office during promotional events (Open Houses, Orientation, Workshops, Accepted Students Day, etc.)</li>
<li>Assist director and associate director on special projects</li>
<li>Advise and assist support staff and student assistants when necessary</li>
<li>Work evening and weekend hours as necessary</li>
</ul>
<ul>
<li>Travel to meetings, training sessions and conferences as required</li>
</ul>
Qualifications:
<ul>
<li>Associate's degree required, Bachelor degree preferred </li>
<li>3-4 years of financial aid experience strongly preferred</li>
<li>Knowledge of Title IV programs and regulations</li>
<li>Excellent organizational, interpersonal, and communication skills</li>
<li>Familiarity with Datatel software preferred</li>
<li>Knowledge of Microsoft applications and computer skills</li>
<li>Extensive knowledge of all applicable financial aid regulations</li>
<li>Ability to manage multi task and work independently</li>
<li>Superior attention to details</li>
<li>Willingness to implement quality customer service strategies</li>
</ul>

<h3>Job Description</h3>
Job Description
Are you ready to find a career that will help you change lives? If you’re looking for a stable organization that embraces a student-centered approach with integrity and continuous improvement, then Bryant &amp; Stratton College may be right for you. We are seeking dynamic individuals who share our vision of student success.
Position Status: Non-exempt
Work Hours: Mon–Fri. Ability to work some evenings and Saturdays; Secondary holidays may be a scheduled work day.
Reports To: Financial Aid Manager
Location: Orchard Park, NY
Position Description
Provide a high level of financial aid services to prospective and currently enrolled students by being available to accept inbound telephone calls and by responding to emails. Display excellent customer service skills in every student interaction. Provide financial aid advisement to students and families regarding financial aid eligibility, types of student aid, application procedures, student budget development, debt management and other consumer information as it relates to student aid and the College. This position is best suited for someone who prefers a fast-paced environment, adapts to change, is highly organized and actively engaged with students and develop new skills.
Essential Duties and Responsibilities:
<ol>
<li>Award Letter Creation (New)/Continuing Student Focus (Continuing): Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Creates an award letter based on accurate information from the ISIR, government websites, and internal information and processes. Notes status accurately in internal tracking CRM systems.</li>
<li>Packaging: Enters data into Banner. Tracks and monitors student award letter to ensure funds are accurately disbursed and in a timely manner.</li>
<li>Follow Up/Next Steps: Monitors student’s progress in terms of submitting required financial documents, and other state and federal forms. Ensures file is accurate and complete according to verification standards. Follows up on all items preventing or delaying the awarding process to ensure student’s financial aid file is complete and ready to be originated and disbursed at or before the end of the semester. Contacts internal and external departments through phone and email as necessary.</li>
<li>Customer Service: Counsels prospective students and/or parents regarding financial aid, includes review of financial aid package. Assists students through telephone or email, researching answers to questions, or obtaining appropriate solutions to problems or concerns posed by students. Maintains availability to serve students through peak contact times.</li>
<li>Compliance: Adheres to all Federal and State financial aid guidelines. Must satisfy all federal financial aid requirements so that student aid is accurately disbursed. Maintains confidential information per FERPA regulations. Maintains accuracy of student records and notifies his/her manager of conflicting information, missing documentation, and changes effecting student’s aid eligibility.</li>
</ol>
Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Qualifications:
<ul>
<li>Bachelor’s degree required and must not be in default of a federal student loan.</li>
<li>Internet Savvy with multiple browsers.</li>
<li>Familiar with Microsoft Office products.</li>
<li>Ability to work some overtime.</li>
</ul>
Background Check or Licensing Requirements:
This position requires the successful completion of a criminal background check.
Salary Range:
$43,000 - $45,500 per year ($20.67 - $21.87 per hour).
This position is eligible for overtime.
Please note that the compensation information is a good faith estimate of the base pay for this position. The selected candidate’s actual base pay for this role will take into account a wide range of non-discriminatory factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate may not have been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Bryant &amp; Stratton College, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Information about the total compensation package for this position will be provided during the interview process.
Unlock your full potential in the innovative and inclusive environment at Bryant &amp; Stratton College. We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant &amp; Stratton College offers real-world education leading to bachelor's, associate's, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. We offer a comprehensive benefits package that includes competitive salaries, medical/dental/vision insurance, generous paid time off, 401(k), and company-paid college tuition for associates and their families.
Apply now to join our team of student-focused associates!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Bryant &amp; Stratton College is an Equal Opportunity Employer.
Company DescriptionBryant &amp; Stratton College, a not-for-profit institution, has been educating students for over 160 years and with 17 ground campuses and an online division we continues to grow! Bryant &amp; Stratton College is an industry leader with a long history of providing students with a solid educational foundation and path to success! As one of the United States oldest and largest private career colleges, our mission is to provide a personalized career education and experience leading to a high demand profession so graduates are prepared for their career and life pursuits. As an educational institution, Bryant &amp; Stratton College supports the concept of lifelong learning and competency development. As an employer, we take great pride in associate development and foster a culture of learning and accountability where associates have an opportunity to realize their full potential. Because of this, associates have the opportunity to grow, earn organizational responsibility based on merit, and contribute to the true success of the college and our students. Bryant &amp; Stratton College's ability to continue to be a leader in career education is a direct result of the people chosen to be part of the student and stakeholder experience. Whether you're based at one of our 17 Campuses, Online Education Division, Professional Skills Centers or the Colleges Headquarters (System Office) you'll have a fantastic opportunity to impact the lives of students in a positive way by using your expertise, knowledge and passion to support our mission. Bryant &amp; Stratton College offers a professional and rewarding work environment with a comprehensive benefits package that includes, competitive salaries, medical/dental/vision insurance, generous vacation/holidays, 401K, as well as company paid college tuition for associates and family. At this time, we are a qualifying employer under the student loan forgiveness program. Bryant &amp; Stratton College is an Equal Opportunity Employer 
<h3>Company Description</h3>
Bryant &amp; Stratton College, a not-for-profit institution, has been educating students for over 160 years and with 17 ground campuses and an online division we continues to grow! Bryant &amp; Stratton College is an industry leader with a long history of providing students with a solid educational foundation and path to success! As one of the United States oldest and largest private career colleges, our mission is to provide a personalized career education and experience leading to a high demand profession so graduates are prepared for their career and life pursuits. \r\n\r\nAs an educational institution, Bryant &amp; Stratton College supports the concept of lifelong learning and competency development. As an employer, we take great pride in associate development and foster a culture of learning and accountability where associates have an opportunity to realize their full potential. Because of this, associates have the opportunity to grow, earn organizational responsibility based on merit, and contribute to the true success of the college and our students. \r\n\r\nBryant &amp; Stratton College's ability to continue to be a leader in career education is a direct result of the people chosen to be part of the student and stakeholder experience. Whether you're based at one of our 17 Campuses, Online Education Division, Professional Skills Centers or the Colleges Headquarters (System Office) you'll have a fantastic opportunity to impact the lives of students in a positive way by using your expertise, knowledge and passion to support our mission.\r\n\r\nBryant &amp; Stratton College offers a professional and rewarding work environment with a comprehensive benefits package that includes, competitive salaries, medical/dental/vision insurance, generous vacation/holidays, 401K, as well as company paid college tuition for associates and family.\r\n\r\nAt this time, we are a qualifying employer under the student loan forgiveness program. \r\n\r\nBryant &amp; Stratton College is an Equal Opportunity Employer

<h3>Job Description</h3>
Job Description
What's next for you is the first priority for us! With over 45 programs from associate to doctoral degrees, South University is a private institution dedicated to providing educational opportunities that spark the intellectual, social and professional development of a diverse student population. 

Our 120-year story—past, present and future—is a history formed by the many individuals who have developed the education and spirit of community that have become our pledge to the students, faculty, staff, alumni and supporters of South University. Online and at our 8 locations and 2 learning sites, we take pride in our welcoming environment; one-on-one support and personalized attention that helps students define goals and identify the means to pursue them. Our small classes feature hands-on experiences that not only shape students’ skills and excellence in their chosen fields but also shape their characters through encouraging community involvement, volunteerism and the pursuit of life-long learning. 

Visit <a href="http://www.southuniversity.edu" target="_blank">www.southuniversity.edu</a> today to learn more about what makes us stand apart as a place to Belong, Believe and Become, a place where you can make a difference in the lives of students eager to learn and grow.

South University, the right direction for a brighter future.

Benefits:
*Medical
*Dental
*Vision 
FSA/HSA
Tuition Assistant Program 
Long/Short Term Disability
Life Insurance
Employee Assistance Program
401K Match 
Generous Paid Time Off
12 Paid Holidays
* includes domestic partner coverage

 
POSITION SUMMARY: 
Responsible for providing general financial aid knowledge and overviews to new, continuing, and returning students. Develop, negotiate, and finalize student financial plans consistent with financial planning policies and procedures and Federal/State regulations for awarding aid. Explain and guide students and parents through the application process. Counsel students on all acceptances and matters related to the student's financial plan. 
 Assure that the South University philosophy of quality services to clients, development, growth, involvement, and recognition of employees, sound economic principles, and an environment conducive to innovation, positive thinking, and expansion is considered in carrying out the duties and responsibilities of this position. 
KEY JOB ELEMENTS: 
<ul>
<li>Work cohesively with the Admission Representative to facilitate outstanding service to prospective students and their parents. </li>
</ul>
<ul>
<li>Efficiently and accurately package assigned students, including new, continuing, re-entry, and transfer students.</li>
</ul>
<ul>
<li>Guide students on the financial aid process, including required forms, documents, and processes.</li>
<li>Create financial plans for assigned students in compliance with institutional policies and Federal regulations, communicate the plan to students and parents, and effectively explain the rights and responsibilities of each aid source.</li>
</ul>
<ul>
<li>Assist students and parents with alternative means of financing any remaining balance after awarding eligible federal, state, or institutional aid </li>
</ul>
<ul>
<li>Ensure student files are complete and accurate and that aid is paid to students’ accounts in a timely manner.</li>
</ul>
<ul>
<li>Responsible for completing all financial files accurately and timely for all assigned students.</li>
</ul>
<ul>
<li>Review ISIRs and request outstanding documents. </li>
</ul>
<ul>
<li>Complete Basic Verification and C Code Reviews for students as necessary. </li>
</ul>
<ul>
<li>Utilize reports to review students, analyze work needed, and work with the Director of Financial Aid for priorities. </li>
</ul>
<ul>
<li>Strong Customer Service. </li>
</ul>
<ul>
<li>Complete the appropriate training modules within 30 days of the new or revised module becoming available.</li>
</ul>
<ul>
<li>Assist with or perform special projects as assigned. Other duties as assigned</li>
</ul>
JOB REQUIREMENTS: 
<ul>
<li>Bachelor’s degree in a related discipline or Associate’s Degree and 1 year of related experience with federal and student financial aid, or 3 years of related experience with federal and student aid. </li>
<li>Financial aid or accounting experience preferred.</li>
<li>Customer service, problem-solving approach to work.</li>
<li>Excellent communication and interpersonal skills. </li>
<li>Ability to make small group presentations as well as skill in interacting on a one-on-one basis.</li>
<li>The ability to multi-task, work independently, and make decisions based on guidelines.</li>
<li>Strong basic computer software (MS Office) skills as well as exposure to more concentrated financial aid software (Campus Vue/Campus Nexus preferred</li>
</ul>
ENVIRONMENT:
The environment is dynamic and goal-oriented, requiring multi-tasking of responsibilities at all times. This position requires the ability to work effectively with a variety of personalities both within the school and with the public. A caring and self-directed nature is essential. Must possess a desire and ability to study, practice, and obtain additional knowledge and skills on an ongoing basis to remain well-versed in financial aid program offerings, policies, and procedures. The operating environment requires strict adherence to all regulatory requirements and internal policies. The position works extensively with the financial aid staff and the admissions department personnel. Outside contacts include prospective students and applicants, their families and guests, and others such as government agencies, public school systems, and private businesses. 
The duties and characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe, and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.
 South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures, and perspectives can thrive.
#ZR
 Company DescriptionWhat's next for you is the first priority for us! With over 45 programs from associate to doctoral degrees, South University is a private institution dedicated to providing educational opportunities that spark the intellectual, social and professional development of a diverse student population. Our 120-year story—past, present and future—is a history formed by the many individuals who have developed the education and spirit of community that have become our pledge to the students, faculty, staff, alumni and supporters of South University. Online and at our 8 locations and 2 learning sites, we take pride in our welcoming environment; one-on-one support and personalized attention that helps students define goals and identify the means to pursue them. Our small classes feature hands-on experiences that not only shape students’ skills and excellence in their chosen fields but also shape their characters through encouraging community involvement, volunteerism and the pursuit of life-long learning. Visit <a href="http://www.southuniversity.edu" target="_blank">www.southuniversity.edu</a> today to learn more about what makes us stand apart as a place to Belong, Believe and Become, a place where you can make a difference in the lives of students eager to learn and grow. South University, the right direction for a brighter future. Benefits: *Medical *Dental *Vision *FSA/HSA *Tuition Assistant Program *Long/Short Term Disability *Life Insurance *Employee Assistance Program *401K Match *Paid Time Off *12 Paid Holidays * includes domestic partner coverage 
<h3>Company Description</h3>
What's next for you is the first priority for us! With over 45 programs from associate to doctoral degrees, South University is a private institution dedicated to providing educational opportunities that spark the intellectual, social and professional development of a diverse student population. \r\n\r\nOur 120-year story—past, present and future—is a history formed by the many individuals who have developed the education and spirit of community that have become our pledge to the students, faculty, staff, alumni and supporters of South University. Online and at our 8 locations and 2 learning sites, we take pride in our welcoming environment; one-on-one support and personalized attention that helps students define goals and identify the means to pursue them. Our small classes feature hands-on experiences that not only shape students’ skills and excellence in their chosen fields but also shape their characters through encouraging community involvement, volunteerism and the pursuit of life-long learning. \r\n\r\nVisit <a href="http://www.southuniversity.edu" target="_blank">www.southuniversity.edu</a> today to learn more about what makes us stand apart as a place to Belong, Believe and Become, a place where you can make a difference in the lives of students eager to learn and grow.\r\n\r\nSouth University, the right direction for a brighter future.\r\n\r\nBenefits:\r\n\r\n*Medical\r\n\r\n*Dental\r\n\r\n*Vision\r\n\r\n*FSA/HSA\r\n\r\n*Tuition Assistant Program\r\n\r\n*Long/Short Term Disability\r\n\r\n*Life Insurance\r\n\r\n*Employee Assistance Program\r\n\r\n*401K Match \r\n\r\n*Paid Time Off\r\n\r\n*12 Paid Holidays\r\n\r\n* includes domestic partner coverage

<h3>Job Description</h3>
Job Description
Calling all team players! Are you someone who has a keen eye for detail? Do you have a passion for working with students in a higher-ed environment? Do you enjoy working with a diverse student population? Please, read on! 
The Financial Aid Advisor supports the Director of Financial Aid and the other Financial Aid Advisor. You will be responsible for distributing valuable financial aid information to prospective and current students and alumni. The person in this position will work autonomously after given direction in a variety of tasks and duties to ensure accuracy of application processing for financial aid.
In late September 2022, Southwest College of Naturopathic Medicine went through a major institutional transition to become Sonoran University of Health Sciences: sonoran.edu/university. We are also expanding our Diversity, Equity, and Inclusion initiatives and have already launched a Comprehensive Fundraising Campaign Fall 2021. An equity-minded and passionate individual who is keen on building relationships and forward-thinking solutions will be a great fit for our team. If you are looking to make a difference in patients’ lives, connect people to their dream careers, and help Sonoran University of Health Sciences shape a healthier future through the healing power of nature, we would love to meet you!
Additional employee benefits include unlimited free visits to our on-campus medical facilities, discounts at our natural Medicinary, and a complimentary Calm membership.
The Financial Aid Advisor supports the following:
<ol>
<li>Perform a variety of duties in support of the Financial Aid Office including office/clerical filing, answering calls, emails and walk in appointments.</li>
<li>Counsel and advise students about financial aid eligibility, application procedures, aid programs, costs, billing process, indebtedness, money management and financial planning. </li>
</ol>
<ol>
<li>Determine student eligibility for Title IV aid. Prepare student award packages. Counsel with students to discuss financial aid related issues. </li>
<li>Interpret and implement Federal Methodology, verification requirements and College policies as they relate to providing financial aid counseling and eligibility.</li>
</ol>
<ol>
<li>Calculate return of Title IV aid for federal and institutional aid, in accordance with federal and institutional regulations/policies. Communicate with Business Office staff of changes in financial aid awards. </li>
<li>Actively participate in conferences, workshops, and training to maintain current knowledge and compliance requirements for Title IV federal aid programs. </li>
</ol>
<ol>
<li>Perform other financial aid duties that contribute to the recruitment and retention of students.</li>
<li>Other duties as assigned. </li>
</ol>

Experience Required:
<ul>
<li>General office management experience (phones, filing, calendar, administrative duties)</li>
<li>Clerical and customer service experience within student services</li>
<li>Using Microsoft office suite, multiple calendar management</li>
</ul>
Education Requirements:
Minimum Education/Certifications High School Diploma/GED 
Desired Education/Certifications Bachelor’s Degree
Any combination of education, training, and experience that provides the required knowledge and abilities. 
 
About Sonoran University:
Sonoran University of Health Sciences is a non-profit and internationally recognized higher education institution. The University’s College of Naturopathic Medicine, College of Nutrition, and School of Mental Health’s evidence-based program offerings shape a healthier future by supporting students as they train to excel as healthcare professionals.
To serve the University’s mission, the Sage Foundation for Health supports several Community Clinics focused on providing free naturopathic medical care to local underserved communities within the Phoenix Metro area. The College of Nutrition’s Virtual Center for Personalized Nutrition aims to eliminate traditional barriers to nutritional care by providing personalized and evidence-based care delivered at no cost via telehealth.
The Ric Scalzo Institute for Botanical Research is a state-of-the-art molecular biology/phytochemistry laboratory seeks to improve therapies for global health concerns by exploring traditional medicine at the cellular, molecular, and cultural level to create novel botanical solutions that support people, plants, and planet.
The University’s Clinical Care branch operates two open-to-the-public clinics at the Tempe Campus. The Medical Center provides naturopathic healthcare for a wide range of patients including but not limited to; family medicine, nutrition and digestive health, mental health and well-being, dermatologic conditions, endocrine and auto-immune concerns, and acute symptoms. The Neil Riordan Center for Regenerative Medicine focuses on non-opioid solutions to pain and pain management utilizing treatments ranging from cupping and acupuncture to regenerative injection therapies. The Medicinary is the largest natural pharmacy in Arizona, offering an expansive collection of the highest quality, professional-grade supplements, herbs, and natural health products. Every purchase made at the Medicinary helps support the Sage Foundation and its mission to provide free healthcare to those in need.

Background/Screening:
All employees at Sonoran University undergo a background and drug screen prior to hire. All applicants must show documentation of MMR vaccinations or provide titer results for measles, or be able to provide a valid medical/religious exemption. Employment is contingent upon satisfactory outcome of all screens required of this position.

Sonoran University is an Equal Opportunity Employer committed to a diverse and inclusive workforce! We encourage applications from all demographics, without regard to race, color, religion, gender, national origin, age, disability, or any other legally protected status.
Sonoran University is a smoke-free campus.

<h3>Job Description</h3>
Job Description
Become a part of our dynamic team of Financial Aid Advisors. This position has growth opportunities!
Our everyday mission is to train students in short term programs for gainful employment
POSITION SUMMARY
The Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to performing a variety of duties associated with the awarding, disbursing and returning of federal, state and other financial aid assistance programs. The Financial Aid Advisor reports to the Campus Director and has accountability to the Regional Director of Financial Aid.
ESSENTIAL DUTIES AND RESPONSIBILITIES
<ul>
<li>Provide information to students and parents regarding financial aid program requirements and procedures. Explain Financial Aid plans to students and parents; review their rights and responsibilities with regards to financial aid programs.</li>
<li>Review financial aid applications, forms and documentation for completeness and accuracy; verify information reported on FAFSA to determinate eligibility. Complete verification procedures where needed.</li>
<li>Input FASFA, review resulting ISIR and maintain financial aid funding schedule in CLASS.</li>
<li>Provide entrance and exit counseling.</li>
<li>Answer questions, inquires or requests from students or parents</li>
<li>Responsible for complete and accurate files and paperwork.</li>
<li>Maintain a close working relationship with Admission and other personnel.</li>
<li>Remain current on all applicable laws and regulations.</li>
<li>Attend financial aid workshops and conferences.</li>
<li>Performs all other duties as assigned.</li>
</ul>
QUALIFICATIONS KNOWLEDGE AND SKILLS
<ul>
<li>Knowledge of government regulations and guidelines relating to financial aid and Title IV.</li>
<li>Demonstrated skills in modeling a strong customer service orientation.</li>
<li>Demonstrated skills in establishing and maintaining effective working relationships with students, staff, faculty, and the public.</li>
<li>Ability to work effectively with a diverse student population.</li>
<li>Possesses excellent written and verbal communication skills.</li>
<li>Ability to manage sensitive, confidential issues.</li>
<li>Demonstrated strong interpersonal skills.</li>
<li>Detail oriented and produces work that is accurate.</li>
<li>Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook and internet.</li>
<li>Ability to work a flexible schedule.</li>
</ul>
EDUCATION AND EXPERIENCE
<ul>
<li>High School diploma or equivalent is required.</li>
<li>A minimum of one year of Financial Aid experience is a plus</li>
<li>Experience with Student Financial Aid software applications is a plus.</li>
<li>40 hrs per week</li>
</ul>
Company DescriptionSuccess Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, and Nevada Career Institute. SEC is a leader in allied health education and has been offering quality and affordable health care training programs for over 55 years. Our College mission is to train students in short-term programs for gainful employment. 
<h3>Company Description</h3>
Success Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, and Nevada Career Institute. SEC is a leader in allied health education and has been offering quality and affordable health care training programs for over 55 years. Our College mission is to train students in short-term programs for gainful employment.

<h3>Job Description</h3>
Description
Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys, and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets, offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.
We’re looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for individuals that demonstrate a track record of delivering a white glove experience to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial planning advisor to a group of clients.&nbsp;
Responsibilities:
<ul>
<li>Prepare, finalize, and follow through with all work product for Advisors / Relationship Managers (financial independence analyses, estate plan reviews, customized financial analysis, etc.).&nbsp;</li>
<li>Communicate with all levels and departments of the firm, prepare in-depth analysis of client's financial position, and develop a working knowledge of all services provided by Clarfeld.&nbsp; (Tax, Investment, Insurance, Cash Management and PFP).&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</li>
<li>Will need to learn / understand how associates and senior level advisors interact with Clarfeld clients within our philosophical framework and become knowledgeable in the processes that are unique to the Clarfeld comprehensive planning approach.&nbsp; (Cash Flows, Strategic Asset Allocations, Estate Document Review, Estate Flow/Wealth Transfer Diagrams, Insurance Performance Reports, Balance Sheet &amp; Ownership Analysis, Tax Returns, Education Funding Analysis )&nbsp; &nbsp;</li>
<li>Delegate and be responsible for the preparation, finalization, and follow through with all financial planning work product for clients.</li>
<li>Delegate work to and assist in the education/training of entry level planners, as well as coordinate projects and assignments across all other departments of the firm, as necessary. Less seasoned Financial Planners will shadow associate and senior planning advisors.&nbsp;&nbsp;</li>
</ul>
Qualifications:
<ul>
<li>7+ Years Broad Knowledge and Understanding of Financial Services Instruments</li>
<li>7+ Years In-Depth Knowledge and Experience of Financial Advisory Strategies and Client Management</li>
<li>Must also be proficient in reading and analyzing investment statements and reports, insurance illustrations, estate documents, our clients’ company benefit plans, and tax returns and supporting documents.&nbsp;</li>
<li>Must be proficient in Excel, Outlook, Word, Visio&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>Must be able to multi-task, prioritize and consistently deliver a quality work product, well organized &amp; detail oriented &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>Must be able to work independently, yet collaboratively work with different advisors and departments &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
</ul>
Education/Certifications:
<ul>
<li>Bachelors Degree required</li>
<li>CFP Strongly Preferred - If the candidate does not have the CFP® designation, they must work toward attaining it within 2 years of taking an Associate Financial Planner role (unless a JD, CPA PFS, or other advanced designation and experience).&nbsp;</li>
</ul>
Hours &amp; Work Schedule
<ul>
<li>Hours per Week: 40</li>
<li>Work Schedule: varies</li>
</ul>
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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