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Student Financial Planner Jobs (NOW HIRING)

OR ยท On-site

The Role LearnLux is looking for a part time Certified Financial Planner to join our fast growing ... Retirement, Equity Compensation, investments, budgeting, debt management, Student Loans, cash flow ...

Financial Aid Planner

Anaheim, CA ยท 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 ...

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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 Jun 7, 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.

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 May 2026, with employment types broken down into 2% As Needed, 62% Full Time, 31% Part Time, 1% Temporary, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Director of Student Finance (61558)

IEC CORP GROUP

Chula Vista, CA โ€ข On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago


Job description

UEI Collegeis a leader in post-secondary career education. Working at our employee-owned company is more than just a great career - it's an investment in yourself.Our mission is to drive personal and community transformation by empowering students to make a positive and enduring life change. We are consistently searching for like-minded compassionate professionals who strive to be the best in their respective fields. Our top candidates share our commitment to helping students build the skills to create a future of which they can be proud.

Working at our employee-owned company is more than just a great career - it's an investment in yourself. Thus, we are currently seeking aDirector of Student Finance to join our team at our campus. In this position you will be responsible for providing vision, leadership and direction for the campus Student Financial Services Department. This position is also responsible for ensuring compliance of financial aid policies and procedures with institutional, federal, state and accreditation regulations and guidelines and overseeing the accurate and timely disbursement of student financial aid.

Primary/Essential Duties and Responsibilities

  • Complies with all Federal, State, accreditation and institutional policies and procedures.

  • Directly or indirectly leads 1-5 employees in the Student Financial Services Department.

  • Carries out leadership responsibilities in accordance with the organization's policies, procedures and applicable laws.

  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

  • Trains, develops and manages Student Financial Services department and representatives, re-trains/updates when mandated changes occur.

  • Administration of Title IV program.

  • Ensures Federal, State, accreditation, and institutional guidelines for student enrollment and financial aid eligibilities are met.

  • Monitors student financial assistance process to ensure financial aid packages are established, conveyed and funds are disbursed in a timely manner.

  • Advises students in a thorough, complete and customer-service manner to determine financial aid needs/options.

  • Answers financial aid questions with students and/or parents.

  • Reviews student files to ensure accurate funding.

  • Coordinates training of Student Financial Services Department staff.

  • Assist as needed with "entrance/ exit" loan counseling.

  • Ensures timely disbursements of federal funds to students according to Federal, State, accreditation, and institutional regulations.

  • Interacts with outside agencies including the US DOE, State, Accrediting Agency, lenders and guaranty agencies.

  • Monitors & maintains electronic data entry, retrieval & reconciliation of all financial aid funds.

  • Maintains required federal & state certifications for self & staff to ensure employment eligibility.

  • Responsible for accounts receivable and bad debt management.

  • Takes appropriate measures to minimize default rate (entrance interview, exit interview.

  • Oversees the coordination and completion of required reporting and department quality control activities and measures.

  • Department budget preparation, implementation and management.

  • Associate's degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting strongly preferred.

  • At least 5 years of experience working in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding of Title IV activities or programs. Knowledge of Federal & State loan and grant program programs;

  • Experience with work-study, scholarship & campus based funding programs;

  • Experience completing Return to Title IV calculations

  • 3+ years of management experience

  • Ability to build productive relationships with all departments involved in the student enrolment process.

  • Computer skills including Microsoft Office Suite;

  • Excellent communication and interpersonal skills;

  • Prior experience developing and managing department budgets

  • Detail oriented & problem solver; ability to research problems and provide resolution

  • Ability to multi-task and prioritize workload;

  • Accounting background preferred

  • Must be able to obtain Certificate for authorization for service, must not be debarred from Title IV programs, and not in default on Title IV student loan.

We offer an exciting, fast-paced and dynamic work environment. In addition, full-time colleagues have a variety of benefits available that include; Medical, Dental, Vision, Life Insurance, Disability Coverage, a generously matched 401(k) plan, voluntary benefits and much more.

If changing students' lives is also important to you, and you have the qualifications reflected above, we would love to hear from you!