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Student Financial Planner Jobs (NOW HIRING)

Financial Aid Planner

Tucson, AZ · On-site

$65K - $87K/yr

The Financial Aid Planner will advise and counsel students on financial aid matters and assist with the coordinating of all student activities associated with the application for and receipt of ...

MD · On-site

... financial planning, and fiscal compliance, including coordination of fund management, reporting ... Knowledge of enrollment management strategy and student financial assistance programs, technologies ...

Financial Aid Planner

Anaheim, CA · On-site

$23.59 - $31.84/hr

Job Posting Title Financial Aid Planner Choose To Make A Difference Come care with us at American ... Meeting with students and prospective students to provide information regarding costs of attendance ...

$74K - $100K/yr

CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with ... The Financial Operations Planner plays a key role in advancing financial planning and resource ...

Showing results 41-60

Student Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do student financial planner jobs pay per year?

As of Aug 15, 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 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.

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.

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:

Infographic showing various Student Financial Planner job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Student Services Specialist - Student Financial Services

Southeast Missouri State University

Cape Girardeau, MO

Full-time

Re-posted 8 days ago


Southeast Missouri State University rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

145th of 618 rated colleges and universities


Job description

Position Summary Student Services Specialist Student Financial Services Full-Time Student Financial Services is a central student services center that provides end-to-end, student-focused support for financial aid, student accounts, and other university accounts receivable. The Student Service Specialist's role is to provide counseling to students and other constituents regarding accounts receivable and financial aid, while adhering to University and FERPA policies and ensuring compliance. A major responsibility of the Student Service Specialist is to help students navigate the process of financing their education.

Primary Responsibilities Advises and counsels students, parents, agencies, and University staff on all aspects of billing and financial aid programs (federal, state, University, private, military, and other third-party), policies, procedures, practices, office services, and document completion Pre-verifies documents needed for the financial aid verification process Audits students' accounts to verify the accounts are current and accurate; update records, as needed, to be proactive and resolve problems Advises future, current, and prior students regarding their financial obligations to the University and provides guidance in resolving their balances and setting up payment plans to encourage student retention and customer satisfaction Presents financial literacy information to classes and student organizations that covers all aspects of financing higher education Presents information regarding financial aid and billing practices for parents and students during First Step Orientation Participates in the planning of and training for all SFS staff members regarding customer service and maintenance of customer service level standards Collaborates with faculty and staff to promote cooperative relationships that will result in opportunities to resolve financial concerns and complaints, or other difficult situations Handles all information with tact and discretion and recognizes the confidential and sensitive nature of university business Advocates for a positive student enrollment experience and promotes the University in a positive image Utilizes various University, business, and customer service software programs and assists with system testing and upgrades Assists with the development and implementation of policies and procedures Represents the Student Financial Services Office at outreach events (local high schools, community events, Orientation, etc.) Represents the Student Financial Services Office on various University committees Keeps up to date with university, departmental, federal, and state regulations, policies, and updates Develops and prepares ad hoc reports and assumes other responsibilities as assigned by the Director or Assistant Director Other duties as assigned Required Qualifications Bachelor's degree Experience handling complex customer service issues with the ability to assess situations quickly and react to customers accurately and pleasantly in a timely manner Computer proficiency with Microsoft Word and Excel, and demonstrated experience using database query programs Strong critical thinking skills with the ability to solve problems, including the ability to help inexperienced individuals understand policies and processes Ability to handle confidential information, exercise sound judgment, and maintain accurate records and files Experience working as part of a team in a collaborative work environment Excellent communication skills, including writing and editing skills, and the ability to present information to the public as well as in one-on-one meetings Excellent organizational and time-management skills, including the ability to successfully prioritize and manage multiple tasks with minimal supervision Evidence of the ability to analyze, interpret, and implement federal, state, and/or University regulations, policies, and procedures Required Information & Deadline Application Deadline: To ensure full consideration, application materials listed below must be received by July 26, 2026. The position is available immediately and will remain open until filled. To Apply: Submit the following items by clicking on the APPLY button at the top of the job announcement: Letter of interest addressing required qualifications Current resume Names and contact information of three professional references will be asked for at a later date if not submitted Additional Information Department Website: Student Financial Services About Southeast Missouri State University (SEMO): Founded in 1873 and accredited by the Higher Learning Commission, Southeast Missouri State University provides student-centered education and experiential learning with a foundation of liberal arts and sciences, embracing a tradition of access, exceptional teaching and commitment to student success that significantly contributes to the development of the region and beyond

SEMO values access to high-quality, affordable education with a broadly representative student body, faculty, and staff that respects and celebrates a diverse learning community in a global society. SEMO Fast Facts | SEMO Strategic Action Plan


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