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Student Financial Planner Jobs (NOW HIRING)

Financial Aid Planner

Tucson, AZ

$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 ...

Financial Aid Planner

Tucson, AZ · On-site

$55K - $56K/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 ...

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 ...

Financial Aid Advisor

Austin, TX · On-site

$20 - $25.75/hr

This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. - - Developing ...

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 ...

$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 ...

Financial Aid Planner

Richardson, TX · On-site

$69K - $92K/yr

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

See salary details

$50.5K

$96.7K

$139.5K

How much do student financial planner jobs pay per year?

As of Jul 22, 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 July 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.
DIRECTOR OF STUDENT FINANCIAL SERVICES (FINANCIAL AID)

DIRECTOR OF STUDENT FINANCIAL SERVICES (FINANCIAL AID)

Gnomon

Los Angeles, CA • On-site

Other

Posted 12 days ago


Job description

Company Description

For over 25 years, Gnomon has been a leading institution for educating top digital artists in the visual effects, animation, and games industries. Based in North Hollywood, CA, Gnomon offers a range of educational programs, including a bachelor's degree, certificate programs, individual courses, and a High School Summer Camp. Its 45,000-square-foot campus is equipped with state-of-the-art facilities, including computer labs, a green-screen stage, and the Gnomon Gallery. Recognized as one of the top U.S. colleges by Forbes in 2023, Gnomon is dedicated to empowering artists with the skills and expertise required to succeed in competitive creative fields.


Under the direction of the Executive Director of Operations, The Director of Student Financial Services (DSFS) provides strategic leadership, oversight, and administration of all student financial aid programs and student financing initiatives at Gnomon. This position serves as the institution's primary authority on Title IV compliance, California state financial aid programs, financial literacy initiatives, regulatory reporting, default prevention, and financial aid operations.


The DSFS is responsible for ensuring full compliance with federal, state, accreditor, and institutional regulations while delivering exceptional service and support to students and families. The DSFS works collaboratively with the Director of Student Accounts, Registrar, Admissions, Accounting, Academic Affairs, Compliance, and Executive Leadership to support student success, institutional compliance, and operational excellence.


The Director of Student Financial Services serves as a key member of the institution's leadership team and provides strategic guidance regarding student financing, regulatory risk management, student borrowing trends, and financial aid policy development.


Responsibilities include, but are not limited to the following areas:


Leadership and Oversight

·Direct and oversee all Financial Aid operations and student financing initiatives for the college.

·Develop departmental goals, service standards, performance metrics, and operational procedures.

·Supervise, mentor, train, and evaluate Financial Aid staff.

·Establish and maintain policies, procedures, and internal controls that support regulatory compliance and operational effectiveness.

·Provide strategic recommendations to institutional leadership regarding student financing, borrowing trends, and financial aid policy.

·Serve as the institutional subject matter expert regarding student finance regulations and best practices.

·Participate in institutional planning and provide recommendations that support student retention, persistence, and financial wellness.


Financial Aid Administration

·Administer all federal, state, institutional, scholarship, and private loans.

·Ensure compliance with all Title IV regulations and requirements.

·Oversee student eligibility determination, verification, awarding, packaging, and aid disbursement processes.

·Review and approve Professional Judgment requests, dependency overrides, and special circumstance appeals.

·Manage and oversee Return to Title IV (R2T4) calculations and required adjustments.

·Maintain annual student cost-of-attendance budgets.

·Ensure timely reconciliation of all federal and state aid programs.

·Manage entrance and exit counseling programs.

·Oversee Federal Work Study administration.

·Promote responsible borrowing practices and provide financial literacy education to students.


Compliance, Audit & Regulatory Oversight

·Maintain compliance with all applicable federal, state, accreditor, and institutional regulations.

·Monitor changes in regulations and implement necessary operational updates.

·Conduct regular internal audits of financial aid files, processes, and controls.

·Ensure audit-ready documentation and record retention practices.

·Coordinate institutional responses to Department of Education Program Reviews, accreditation reviews, state agency reviews, and annual compliance audits.

·Develop corrective action plans and monitor remediation efforts when compliance deficiencies are identified.

·Partner with the Registrar to ensure compliance with Satisfactory Academic Progress (SAP) requirements.

·Maintain current knowledge of Title IV regulations, Federal Student Aid guidance, and California Student Aid Commission regulations.


Reporting & Institutional Financial Monitoring

·Prepare and submit all required financial aid and regulatory reports.

·Coordinate preparation of FISAP, IPEDS, NSLDS Transfer Student Monitoring and Enrollment Reporting, state grant reports, annual compliance audits, and other regulatory submissions.

·Monitor and report on institutional Cohort Default Rates (CDR) and develop default prevention initiatives.

·Analyze student finance data to identify trends, risks, and opportunities.

·Develop management reports and dashboards to support institutional decision-making.

·Ensure accuracy, integrity, and confidentiality of all student financial records and reporting.


Student Service & Financial Literacy

·Counsel prospective and current students and families regarding financial aid eligibility, financing options, borrowing responsibilities, and financial planning.

·Promote financial literacy and responsible borrowing initiatives.

·Resolve complex financial aid and student finance concerns.

·Ensure exceptional customer service throughout all student finance interactions.

·Support student retention efforts through proactive financial counseling and intervention strategies.


Institutional Collaboration

·Serve as liaison with the U.S. Department of Education, California Student Aid Commission, lenders, loan servicers, auditors, accreditors, and other regulatory agencies.

·Collaborate closely with the Director of Student Accounts regarding student financing, refunds, disbursements, tuition obligations, and student account impacts.

·Partner with Admissions, Registrar, Accounting, Academic Affairs, Compliance, and Executive Leadership to support institutional objectives.

·Participate in institutional committees, strategic initiatives, and special projects as assigned.


Required Qualifications:

·Bachelor's degree from an accredited institution.

·Minimum seven (7) years of progressively responsible experience in financial aid administration within higher education.

·Minimum three (3) years of leadership or supervisory experience.

·Demonstrated expertise in Title IV administration, compliance, and regulatory reporting.

·Experience administering California state financial aid programs.

·Experience managing financial aid audits, reconciliations, and regulatory reporting requirements.



Preferred Qualifications:

·Master's degree in Business Administration, Higher Education, Finance, or related field.

·Experience administering Veterans Affairs educational benefits.

·Experience in a private, nonprofit, or proprietary postsecondary institution.

·Experience preparing for Department of Education Program Reviews and accreditation reviews.

·Experience monitoring Cohort Default Rates and implementing default prevention initiatives.

·Experience with student information systems, financial aid management systems, and reporting tools.


Knowledge, Skills, and Abilities

·Comprehensive knowledge of Title IV regulations, Federal Student Aid programs, verification requirements, R2T4 calculations, and compliance standards.

·Knowledge of California state financial aid programs and Veterans Affairs educational benefits.

·Strong understanding of regulatory reporting, audit preparation, reconciliation, and compliance management.

·Exceptional analytical, organizational, and problem-solving abilities.

·Strong leadership, coaching, and team development skills.

·Excellent verbal, written, and interpersonal communication skills.

·Ability to interpret and apply complex federal and state regulations.

·Ability to build effective relationships across departments and with external agencies.

·Advanced proficiency with Microsoft Office Suite, particularly Excel.

·Ability to manage multiple priorities while meeting strict deadlines.

·Commitment to confidentiality, professionalism, and student-centered service.



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About Gnomon

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Los Angeles, CA, US

Year founded

1997

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