Financial Planning Advisor

Job overview

The Financial Planning Advisor role is onsite in San Antonio, TX, and pays $43,000–$50,000 USD per year. At Hallmark University, the position supports the department’s mission of helping students and families bridge the gap between family resources and education expenses. The advisor develops student financial plans and guides them through completion, helping ensure students are properly funded through available federal, state, and institutional resources. The role also counsels students and families, administers and certifies veterans’ benefits, and applies financial aid rules and regulations.

What you'll do

• Interpret and apply financial aid regulations and institutional policies
• counsel students and families on aid, scholarships, budgeting, and loans
• develop tuition plans
• assess financial need and award aid
• process applications and maintain records
• audit documents and eligibility
• calculate and certify loans
• coordinate disbursements and refunds
• administer veterans’ benefits
• advise on academic progress, withdrawals, and leave of absence.

What we're looking for

Skills & competencies

financial planning advisor

san antonio tx

hallmark university

student financial aid

financial planning

student counseling

scholarships

federal student aid

veterans' benefits

loan counseling

$43k–$50k

student services

Work arrangement

• Weekend coverage required

Why this role

Required education is a high school diploma or GED and some college or university credits; financial aid office experience is preferred.

About the employer

Hallmark University is hiring for this role. Industry: Colleges, Universities, and Professional Schools. Sector: 61.