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Financial Literacy Advisor Jobs (NOW HIRING)

Tri-C

Student Financial Assistance Advisor

Cleveland, OH · On-site

$19.75 - $25.25/hr

Student Financial Assistance Advisor Department: Financial Aid Admin Location: Metropolitan Campus ... Conducts financial aid and financial literacy workshops for prospective and continuing students

10,000 Degrees

Financial Aid Advisor

San Rafael, CA · On-site

$31 - $35/hr

OPPORTUNITY The Financial Aid Advisor provides essential day-to-day support in executing the organization's financial aid and literacy initiatives. Reporting to the Director of Financial Aid Impact ...

TCS Education System

Financial Aid Advisor

Wichita, KS · On-site

$26.27 - $28.21/hr

The Financial Aid Advisor is responsible for advising and assisting students with all aspects of ... Present financial aid information at student events, workshops, and financial literacy sessions

TCS Education System

Financial Aid Advisor

Wichita, KS · On-site

$18 - $23.25/hr

The Financial Aid Advisor is responsible for advising and assisting students with all aspects of ... Present financial aid information at student events, workshops, and financial literacy sessions

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How much do financial literacy advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial literacy advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does a financial literacy advisor do?

A Financial Literacy Advisor educates individuals or groups about managing their personal finances, including budgeting, saving, investing, and debt management. They often work with clients to assess their financial situations, set realistic goals, and develop strategies to achieve financial stability. Their role may involve conducting workshops, creating educational materials, and providing one-on-one guidance. Ultimately, their goal is to empower people to make informed financial decisions and improve their overall financial well-being.

What skills and qualifications are needed to be a financial literacy advisor?

To thrive as a Financial Literacy Advisor, you need a solid understanding of personal finance, financial planning principles, and often a degree in finance, accounting, or a related field. Familiarity with financial planning software, budgeting tools, and sometimes certifications like CFP or AFC enhances your effectiveness. Strong interpersonal skills, active listening, and the ability to communicate complex concepts simply help build trust and rapport with clients. These skills ensure you can educate and empower individuals to make informed financial decisions, leading to improved financial well-being.

What challenges do financial literacy advisors face when working with clients, and how can these be addressed?

Financial Literacy Advisors often encounter challenges such as clients' reluctance to discuss personal finances, varying levels of financial knowledge, and resistance to changing established spending habits. To address these, advisors typically build trust through empathetic communication, tailor educational materials to each client's understanding, and set achievable financial goals. Collaborating closely with other professionals, such as credit counselors or social workers, can also help provide holistic support and ensure clients receive well-rounded guidance.

What is the difference between Financial Literacy Advisor vs Financial Counselor?

AspectFinancial Literacy AdvisorFinancial Counselor
CredentialsCertifications like CFP, FINRA, or financial education credentialsCertifications such as AFC, CFC, or financial counseling credentials
Work EnvironmentEducational settings, community programs, financial institutionsNon-profit agencies, credit counseling centers, banks
Employer & IndustryFinancial education organizations, schools, community programsNon-profit organizations, credit unions, banks

Financial Literacy Advisors focus on educating individuals about personal finance, budgeting, and financial planning. Financial Counselors provide personalized advice to help clients manage debt, improve credit, and resolve financial crises. While both roles require financial knowledge and certifications, their primary functions and work environments differ.

What cities are hiring for Financial Literacy Advisor jobs?

Cities with the most Financial Literacy Advisor job openings:

What states have the most Financial Literacy Advisor jobs?

States with the most job openings for Financial Literacy Advisor jobs include:

What are popular job titles related to Financial Literacy Advisor jobs?

For Financial Literacy Advisor jobs, the most frequently searched job titles are:

Financial Literacy Advisor jobs near you

Student Financial Assistance Advisor

Cleveland, OH • On-site

Tri-C
See more jobs at Tri-Cexternal

$19.75 - $25.25/hr

Full-time

Re-posted 6 days ago

Job description

Student Financial Assistance Advisor
Department: Financial Aid Admin
Location: Metropolitan Campus
Reports To: Campus Director, Financial Aid & Scholarships
Recruitment Type: External/Internal
Requisition ID: req6582
Employment Type: Full-Time Support Staff
Union Position: Union
Work Schedule: Standard College Hours 8:30am-5pm, some evenings and weekends as required
Number of Openings: 1
Job Description:
SUMMARY
TheStudent Financial Assistance Advisor ensures College goals are met with beingthe responsible partner for the overall management of financial aid services. This position analyzes the accuracy of data fordetermining the packaging of student financial awards in accordance withapplicable regulations, statutes and policies.
DUTIES ANDRESPONSIBILITIES
  • Determines the packaging of student financial aid awards in accordance with applicable regulations, statutes and policies
  • Monitors, interprets and implements federal regulations pertaining to student loan, grant, and scholarship eligibilities and formulates or recommends changes to College policies and procedures to comply with regulatory changes.
  • Serves as an information resource to address any issues relating to compliance and financial aid.
  • Effectively communicates with other student services, staff or administrators, guarantor agencies, other schools, students and parents to resolve loan data conflicts.
  • Takes appropriate action upon the discovery of suspected fraud cases.
  • Refers students who are not in compliance with verification requests but have received funds to the appropriate areas.
  • Assists students in correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal limits.
  • Authorizes awarding of Tri-C Foundation scholarship and grant programs.
  • Utilizes electronic data exchange software to send and retrieve information from the Department of Education
  • Maintains files and databases; certifies student loan applications; implements, maintains and utilizes computer assisted financial aid management systems
  • Maintains College regulatory compliance in all federal and state student assistance programs; submits reports to federal and state agencies
  • Makes adjustments to over-under awards by determining the amount of aid to be cancelled or repaid while ensuring accuracy in system data entry and processing, and contacting students regarding possible alternatives
  • Assists in one or more major areas of Financial Aid: processes direct loans through Electronic Fund Transfer; and validates financial aid verification documents for the Pell Grant Program
  • Interviews and advises students in regard to educational financial planning; assists the Director with educational grants and loan programs, student employment and scholarship programs
  • Assists students in the completion of the application for public benefits as a part of the financial aid award and works collaboratively with the Manager, Student Financial Aid and Peer Financial Coach
  • Maintains confidentiality of information exposed to in the course of business regarding students, supervisors or other employees
  • Conducts financial aid and financial literacy workshops for prospective and continuing students
  • Contributes in the development and implementation of policies and procedures that ensures accuracy and equity in the delivery of financial aid programs by providing input, as needed
  • Performs other related duties within the job grade and job classification as assigned

REQUIRED QUALIFICATIONS
EDUCATION ANDEXPERIENCE/TRAINING
  • Bachelor's degree
  • Three (3) years of professional financial aid experience in a college financial aid office
  • Experience supporting student success in financial aid advising and financial planning

KNOWLEDGE, SKILLSand ABILITIES
  • Knowledge of federal and state financial aid regulations related to establishing student eligibility, financial aid awarding, disbursing of financial aid funds, and monitoring federal and state student financial aid programs.
  • Proficient with an automated database system (i.e. BANNER)
  • Basic skills in keyboarding, math, and grammar, word processing (MS Word) and spreadsheet applications (MS Excel)
  • Superior organizational, customer service, problem solving, decision making and conflict resolution skills
  • Ability to work independently and as part of a team
  • Prioritize several tasks and assignments to meet department deadlines
  • Accuracy and strong attention to detail
  • Ability to be a reasonable, fair and equitable decision-maker
  • Embodies a high level of integrity and maintains confidentiality
  • Outstanding verbal communication and presentation skills
  • Sensitivity to respond appropriately to the needs of a diverse population

PREFERRED QUALIFICATIONS
(Or equivalent job-related experience providing the necessaryknowledge, skill, and abilities to perform the functions of this positionproficiently)
EDUCATION ANDEXPERIENCE/TRAINING
  • Financial Literacy/Education Certification
  • Experience working with automated financial aid systems

KNOWLEDGE, SKILLSand ABILITIES
  • Knowledge of federal IRS rules that deal with individual taxpayer returns

ESSENTIAL FUNCTIONS
(The demands described here are representative of those that must be metby an employee to successfully perform the essential functions of thisjob. Reasonable accommodations may bemade to enable individuals with disabilities to perform the essentialfunctions.)
The work is performed in anormal, professional office environment typically in a collegeenvironment. The work area isadequately lighted, heated and ventilated. Typically, the employee may sit comfortably to perform the duties of thejob and will perform repetitive motions with hands/fingers using a computermouse and keyboard to type. However,there may be some walking; standing; bending; carrying of light items such aspapers, files, pamphlets, books, etc. Work may also require walking and standing in conjunction with travel toand attendance at meetings and conferences away from the worksite.
Special Note: This is a Full-Time 1199/SEIU Bargaining Unit, salary grade 9 position. Compensation is $54,812 annually. Full-Time (1199/SEIU) bargaining unit employees at Cuyahoga Community College will be considered first for vacant positions.
Special Instructions to Applicants: During the application process, you may be required to attach a cover letter and/or resume. It is recommended that you have these documents ready to be attached electronically to the online application. This system accepts only MS Word or PDF attachments. Any employment with the College is contingent upon satisfactory completion of a background check and drug screen.
Affirmative Action Statement: Cuyahoga Community College is committed to attaining excellence through the recruitment and retention of a qualified and diverse workforce. Cuyahoga Community College is an equal employment/educational opportunity institution.

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