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Student Financial Planner Jobs (NOW HIRING)

HighTower Advisors, LLC

$90 - $100/hr

Financial Planner CFP - Investment Security Group Posted Wednesday, August 26, 2026 at 5:00 AM Who ... Student Loan Assistance * Pet Insurance * Flexible PTO Plan * Flexible Benefits (FSA, Pretax ...

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Student Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do student financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for student financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What does a student financial planner do?

A Student Financial Planner helps students and their families understand and manage the costs of education. They provide guidance on applying for financial aid, scholarships, and loans, and can assist in creating a budget to cover tuition and living expenses. Their goal is to help students make informed financial decisions throughout their academic journey, ensuring they have the resources needed to complete their education. They may also offer advice on loan repayment options and financial literacy.

What are some common challenges student financial planners face when helping students navigate financial aid options?

Student Financial Planners often encounter the challenge of explaining complex financial aid programs and eligibility requirements to students and their families, many of whom may be unfamiliar with the process. They must stay current with frequently changing federal and institutional policies, while also managing a high volume of inquiries during peak enrollment periods. Effective communication, patience, and strong organizational skills are essential, as planners collaborate with admissions, registrar, and bursar offices to ensure students receive accurate and timely information.

What are the key skills and qualifications needed to thrive as a student financial planner, and why are they important?

To thrive as a Student Financial Planner, you need a solid understanding of financial aid regulations, student loan programs, and institutional policies, typically supported by a degree in finance, business, or related fields. Familiarity with financial aid management systems (such as Banner or PowerFAIDS), FAFSA processing, and relevant compliance certifications is essential. Strong communication, problem-solving, and attention to detail are standout soft skills for guiding students and families through complex financial processes. These competencies ensure students receive accurate, timely financial guidance and support, promoting access and retention in educational programs.

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

AspectStudent Financial PlannerFinancial Advisor
CredentialsCertifications like CFP, ChFC, or specialized student financial planning coursesCFP, CFA, or other financial planning certifications
Work EnvironmentEducational institutions, student-focused financial services, or independent advising for studentsBanks, investment firms, independent practices serving a broad client base
Employer & IndustryEducational institutions, student loan companies, or financial planning firms with a focus on studentsFinancial services industry, serving clients of all ages and financial goals

While both roles involve financial planning and require similar certifications, a Student Financial Planner specializes in advising students on loans, scholarships, and budgeting within educational settings. A Financial Advisor serves a broader client base, providing investment, retirement, and wealth management advice. The key difference lies in their target clients and work environments, with Student Financial Planners focusing specifically on student financial needs.

What are good jobs for finance students?

Finance students can pursue roles such as financial analyst, bank teller, investment banking associate, or financial advisor, which often require strong analytical skills and knowledge of financial tools like Excel or financial modeling. Internships and entry-level positions in banking, accounting, or corporate finance provide practical experience and can lead to career advancement.
More about Student Financial Planner jobs

What job categories do people searching Student Financial Planner jobs look for?

The top searched job categories for Student Financial Planner jobs are:

Student Financial Planner jobs near you
Infographic showing various Student Financial Planner job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Assistant Director, Student Financial Support

Boston University

Boston, MA

Full-time

Posted 29 days ago

Boston University rating

7.9

Company rating: 7.9 out of 10

Based on 51 frontline employees who took The Breakroom Quiz

213th of 629 rated colleges and universities

Job description

About the Role

 

Student Financial Support seeks an Assistant Director for Awarding. This position will help Boston University Student Financial Support achieve Boston University’s goals for recruitment, retention, and superior service by assisting students and parents in financing their education through financial analysis, planning, and advisement for students on the medical campus. This Assistant Director ensures a timely and accurate review of financial aid applications, evaluate student eligibility for financial assistance using both federal and institutional methodology, award financial aid funds, and provide counseling to students and families. Additionally, this position will conduct loan entrance and exit counseling, debt management, and personal budget advising to students.

The Assistant Director for Awarding works closely various offices within the School of Medicine, Graduate Medical Science, School of Dental Medicine, and School of Public Health. Additionally, the position will work closely with Student Financials, and the Office of Financial Assistance.

The Assistant Director’s primary duties include:

  • Advising students and their families within a caseload over the phone, e-mail, and in-person.
  • Organizing, prioritizing, and using effective judgement using reporting management students to assist with financial aid application reviews.
  • Serving as primary contact for internal colleagues on the medical campus related to financial aid eligibility and awarding student financial aid.
  • Serving as an administrative liaison for service and non-service stipends.
  • Reconciling and evaluating confidential data provided on student financial aid applications.
  • Determining student’s eligibility.
  • Awarding and certifying Federal Graduate PLUS and private credit-based loans and;
  • Analyzing reports.

About the Organization

Boston University Student Financial Support is part of the Enrollment & Student Administration unit (ENSA). BU Student Financial Support plays a critical role in ENSA’s mission by providing important services through timely and accurate review of BUMC financial aid applications, awarding of financial aid funds, processing of loans, and by providing counseling to students and parents on the financial aid process, programs and related issues.

Across the 11 departments of ENSA, we are dedicated to ensuring that our policies, practices, and services meet the needs of an increasingly diverse University community of students, families, faculty, staff, and alumni. We do so through a lens of respect, and a commitment to encouraging the personal success and productivity of all employees.


Required Skills

Required Skills:

A cover letter is required for consideration.

 

About the Candidate

  • A bachelor’s degree is required for this position. Ideally, we are seeking a candidate who: 
  • Has at least three to five years of experience.
  • Demonstrates strong analytical skills.
  • Is an effective problem solver.
  • Displays excellent interpersonal and written/oral communication skills.
  • Has the ability to manage multiple and competing deadlines.
  • Work well independently and in a fast-paced and team-oriented environment and;
  • Is committed to diversity, equity, and inclusion.
  • Working knowledge of federal and state financial aid policies, procedures, and regulations are preferred but not required. 
  • Experience using PeopleSoft Campus Solutions is a plus.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, natural or protective hairstyle, religion, sex, age, national origin, physical or mental disability, sexual orientation, gender identity, genetic information, military service, pregnancy or pregnancy-related condition, or because of marital, parental, or veteran status. We are a VEVRAA Federal Contractor. 


Required Experience

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About Boston University

Sourced by ZipRecruiter

Boston University is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world. Boston University is committed to generating new knowledge to benefit society. We remain dedicated to our founding principles: that higher education should be accessible to all and that research, scholarship, artistic creation, and professional practice should be conducted in the service of the wider community—local and international. These principles endure in the University’s insistence on the value of diversity, in its tradition and standards of excellence, and in its dynamic engagement with the City of Boston and the world. Boston University comprises a remarkable range of undergraduate, graduate, and professional programs built on a strong foundation of the liberal arts and sciences. With the support and oversight of the Board of Trustees, the University, through our faculty, continually innovates in education and research to ensure that we meet the needs of students and an ever-changing world.

Industry

Colleges, universities, and professional schools

Company size

10,000+ Employees

Headquarters location

Boston, MA, US

Year founded

1839

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