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Parttime Financial Planner Jobs in Indiana (NOW HIRING)

Part Time Senior Accountant Reports To: Chief Financial Officer (CFO) Department: Finance ... Provide analysis and reporting for financial planning efforts Payroll & Benefits: * Back up payroll ...

Administrative Assistant

Greenwood, IN · On-site

$17 - $23/hr

... planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position is part-time ...

Administrative Assistant

Greenwood, IN

$17 - $23/hr

... planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position is part-time ...

Part-time Academic Gap Advisor

Lafayette, IN · On-site

$40K - $49K/yr

The Part-Time Academic Gap Advisor provides short-term, developmental academic advising to new and ... financial aid, and career planning. Maintain compliance with FERPA and uphold ethical standards of ...

Part-time Academic Gap Advisor

Lafayette, IN · On-site

$40K - $49K/yr

• The Part-Time Academic Gap Advisor provides short-term, developmental academic advising to new ... counseling, financial aid, and career planning. • Maintain compliance with FERPA and uphold ...

Ivy Tech Evansville seeks a Part-time Lab Technician to support the Life Sciences department. This ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

... our part-time employees. These benefits include: Health & Wellness * Access to a comprehensive ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

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Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Indiana? For Parttime Financial Planner jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Indiana look for? The top searched job categories for Parttime Financial Planner jobs in Indiana are:
What cities in Indiana are hiring for Parttime Financial Planner jobs? Cities in Indiana with the most Parttime Financial Planner job openings:

Part-Time Financial Aid Assistant

Ivy Tech

Bloomington, IN • On-site

$15.75/hr

Part-time

Medical, Retirement

Posted 10 days ago


Job description

Ivy Tech Community College is looking for an individual to join their team as a Part-Time Financial Aid Assistant. In this role, you will provide administrative and customer service support to the Financial Aid Office by assisting students throughout the financial aid process, responding to inquiries, processing documentation, and maintaining accurate records. The ideal candidate is organized, detail-oriented, and committed to delivering excellent customer service while helping students navigate financial aid resources in a fast-paced, student-focused environment.
Hourly Rate: $15.75
Must be available to work 20 hours per week.

Position Summary

The Part-Time Financial Aid Assistant provides essential administrative and customer service support to the Financial Aid Office. This position assists students throughout the financial aid process by responding to inquiries, supporting document collection and processing, maintaining accurate records, and contributing to the efficient operation of the office. The assistant plays a key role in delivering a positive student experience while ensuring compliance with institutional, state, and federal regulations regarding student financial aid and confidentiality.

Essential Responsibilities

  • Image, index, and process financial aid documents while following established procedures to ensure accuracy and compliance.
  • Respond to inquiries from students, parents, faculty, staff, and the public via phone, email, and in person; provide accurate information or refer individuals to the appropriate staff member as needed.
  • Schedule appointments for Financial Aid staff and assist with front-office operations.
  • Assist students in submitting and tracking required documentation needed to complete their financial aid files, including FASFA.
  • Support Federal Work-Study eligibility and enrollment verification processes.
  • Assist with scholarship processing and related administrative tasks.
  • Participate in student outreach efforts through phone calls, email campaigns, text messaging, and in-person events to encourage completion of financial aid requirements.
  • Maintain confidentiality of student records in accordance with FERPA and institutional policies.
  • Assist with general office operations, including filing, data entry, and other administrative support.
  • Perform other duties as assigned that are consistent with the responsibilities of the position.

Education

  • Associate degree preferred.
  • High school diploma or GED equivalent required.
  • Candidates with a high school diploma or GED and at least two (2) years of relevant administrative or office experience will be considered.

Experience

  • Previous administrative or customer service experience required; experience in higher education or a financial aid office is preferred.
  • Familiarity with financial aid processes, student information systems, or higher education operations is preferred.
  • Knowledge of FERPA and the ability to maintain strict confidentiality is strongly preferred.

Knowledge, Skills, and Abilities

  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and the ability to learn student information and document imaging systems.
  • Excellent organizational skills with strong attention to detail and accuracy.
  • Strong written and verbal communication skills.
  • Exceptional customer service skills with the ability to interact professionally with students, families, faculty, staff, and community members.
  • Ability to prioritize multiple tasks and work effectively in a fast-paced environment.
  • Ability to work independently while contributing positively to a collaborative team.
  • Demonstrated professionalism, discretion, and sound judgment when handling confidential information.
  • Commitment to supporting student success through equitable, accurate, and timely service.

Preferred Qualifications

  • Experience working in financial aid, admissions, registrar, student services, or another higher education office.
  • Experience with student information systems (e.g., Banner, Colleague, PeopleSoft, or similar).
  • Experience with electronic document management or imaging systems.
  • Bilingual or multilingual communication skills are a plus.

Ivy Tech is committed to supporting the well-being, growth, and financial security of our part-time employees. These benefits include:

Health & Wellness

  • Access to a comprehensive vision care plan with low-cost exams and allowances for glasses or contact lenses

  • Employee Assistance Program offering no cost confidential counseling sessions, legal consultations, financial planning consultations, and other resources

Financial & Retirement Benefits

  • All employees can contribute pre-tax or post-tax dollars through payroll deduction to build retirement savings

Educational Benefits

  • Fee remission for employees, spouses, and legal dependents.

For more information on Ivy Tech Benefits, visit https://careers.ivytech.edu/benefits.


Ivy Tech Community College is an accredited, equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, marital status, religion, sex, gender, sexual orientation, gender identity, disability, age or veteran status. As required by Title IX of the Education Amendments of 1972, Ivy Tech Community College does not discriminate on the basis of sex, including sexual harassment in its educational programs and activities, including employment and admissions. Questions specific to Title IX may be referred to the College's Title IX Coordinator or to the US Department of Education Office of Civil Rights.