Entry Level Fidelity Financial Advisor Jobs in Rochester, NY

Position Highlights

Provides frontline assistance to students and families navigating the admissions and financial aid processes. Counsels students and families on financial aid programs and requirements, eligibility, and billing. Ensures compliance with relevant regulations and provides clerical support, including data entry, filing, and coordination for recruitment and financial aid events.

Key responsibilities include:

Under the direction of the Senior Assistant Director, the Student Financial Aid Advisor serves as the primary point of contact for prospective and current students, families, alumni, faculty, staff, and external agencies regarding all aspects of federal, state, institutional, and private financial aid programs. Advisors provide comprehensive financial counseling in-person, by telephone, email, and live chat, while ensuring exceptional customer service in a fast-paced, high-volume environment.

Essential Duties & Responsibilities

• Responds to inquiries from students, parents, and campus staff regarding admission status, financial aid programs, requirements, eligibility, application procedures, form completion, award status, and deadlines
• Educates students and families regarding student account statements and bill estimates
• Counsels and advises students and families regarding financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management and financial planning. Facilitates appeal processes as needed
• Supports recruitment and financial aid events through event coordination tasks
• Performs data entry and record-keeping activities to track and maintain student records. Ensures data accuracy and compliance
• Provides general office administration support such as ordering supplies, greeting visitors, filing invoices and purchase orders, greeting visitors, and answering phone calls and emails
• Other duties as assigned

Knowledge, Skills, & Abilities

• Knowledge of financial aid programs, including scholarships, emergency loans, and eligibility requirements
• Knowledge of administrative procedures and practices
• Skill in written, verbal, and interpersonal communication
• Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
• Ability to maintain a high level of confidentiality when handling sensitive information

Minimum Education & Experience

• Associate's degree in related field
• 3 years of relevant experience
• Equivalent combination of experience and education may be considered

Job Level Overview

Operations, Administrative, Service, or Technical Support Level 2 - An intermediate level role with working foundational knowledge and skills to perform routine and occasionally non-routine tasks. Tasks may require interpretation or deviation from standard procedures. May provide assistance to entry level staff.

FLSA Category

Work Location

Compensation

Application Materials

When you are ready to complete an application for this position please be prepared to submit the below requested information. This will be required to ensure your application is processed in a timely manner.

Candidates must be eligible to work in the United States.

Additional Details

In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law.

If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request tocareers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.