Virtual Financial Advisor Jobs in Riverside, CA (NOW HIRING)

Job Summary:

Under general supervision, this position assists students in making successful progress toward their degree objectives by providing financial aid information, guidance, and comprehensive, student-centered support across multiple service areas, including admissions, registrar, student financial services, and basic needs. The incumbent delivers front-line advising, applies established policies and procedures to resolve routine and moderately complex inquiries, and connects students with appropriate campus resources to support access, navigation, and overall student success.

Responsibilities:

Coyote Central Support Services and Aid Coordination

• Serve as a front-line advisor for financial aid services within Coyote Central by providing information and guidance to support student success via telephone and/or in-person and applying established policies and procedures using sound judgment.
• Coordinate day-to-day service activities by assisting with financial aid resource navigation, communicating with campus partners, and providing information to students in one-on-one and group settings regarding admissions, registrar services, student financial services, and basic needs, following established guidelines and referring complex issues as appropriate.
• The advisor must attend all training activities for effectiveness.
• Assist with the planning and development of comprehensive informational discussions in individual and group settings on services available through the Coyote Central area and the university.

Advising

• Provide advising to students using established interviewing and counseling techniques to explain university policies, procedures, and available services.
• Interpret and apply existing policies, procedures, regulations, and guidelines to support student decision-making and resolve inquiries.
• Provide guidance on available services within Coyote Central and assist students in identifying appropriate options based on their needs.
• Respond to student inquiries and assist in resolving routine and moderately complex issues or barriers, referring complex or unusual situations to higher-level staff as appropriate.
• Exercise initiative in managing daily responsibilities and use sound judgment within established guidelines to support student success

Student Support

• Respond to student inquiries (via phone, email, and in person) and navigating appropriate responses with campus resource information.
• Provides appropriate campus resources to students' and campus colleagues
• Assist with mitigation measures related to the health, safety, and personal well-being of students.
• Work closely with Strategic Enrollment Management and Marketing professional staff to ensure accurate information is shared with students and campus stakeholders.
• Refer the most complex student cases to professional staff in the various offices within Strategic Enrollment Management and Marketing, or other appropriate campus offices.
• Work directly with students who need support and resolution with Basic Needs, Student Financial Services, and assists with financial aid inquiries and requests.
• Maintain highly confidential student information following current state and federal guidelines.
• Proficient in various software programs to assist students and document student inquiries.

Communication and Outreach

• Support Coyote Central and Communication hub in-person and virtual services and inquiries with Financial Aid/Scholarships, Admissions, Student Financial Services, Basic Needs, and Registrar's.
• Support the coordination of communication efforts to students and campus partners representing but not limited to the above-mentioned areas.
• Present and support outreach activities for the above-mentioned area
• Other Classification-Related Duties as assigned

Minimum Qualifications:

• Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a jobrelated field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a yearforyear basis. Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a jobrelated field may be substituted for one year of professional experience.

Required Qualifications:

• Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management.
• General knowledge of research and interview techniques; and of the principles of individual and group behavior.
• Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignments and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multisexed and multiaged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned.
• Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office.

Preferred Qualifications:

Knowledge of PeopleSoft software or CMS is desirable.
The Candidate must have previous extensive experience in administration of Title IV programs and knowledge of financial aid, need analysis, professional judgment, federal and state programs. The successful candidate uses sensitivity, interviewing, and counseling skills to explain the bases for recommendations, decisions, or actions.
Thorough knowledge of the principles of individual and group behavior is required.
Independently analyzes existing and new policies, procedures, regulations, and guidelines to arrive at sound conclusions.
Must be able to independently problem-solve, exercise initiative, and make appropriate judgments on a daily basis.
The ability to carry out a variety of professionally complex assignments without detailed instructions and on an overall results basis is a must.
Must be able to work cooperatively and congenially and work under pressure of deadlines.
Previous experience with managing a complex highly regulated program is required.
Must be able to plan and use time effectively and efficiently with the ability to anticipate and plan for heavy workload periods.
The selected candidate must be able to provide easily understood, well-written procedures/instructions.
They must be organized, resourceful, excel around people, and be team oriented.

Compensation and Benefits:

The salary offered will take into account internal equity and experience among other factors.

Initial salary placement will be $5,083 per month for qualified candidates.

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information:

Work status: Full-time/Exempt/Probationary (up to one year with the possibility of further renewal)

Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.

Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.     

The application deadline is June 02, 2026 at 11:55PM 

California State University, San Bernardino, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

California State University, San Bernardino is not a sponsoring agency for staff or management positions (i.e. H1-B Visas).

CSUSB is not an E-Verify employer and cannot support visa holders with certain requirements (e.g., H1B, F1, STEM OPT).

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant's current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment.  CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information.  Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

Mandated Reporter

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

I-9

CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.  See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion

Closing Statement:

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at benefits@csusb.edu.

Smoking

CSUSB is a smoke and tobacco-free campus.  See policy at  https://calstate.policystat.com/policy/6591951/latest/.

Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act

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