Student Financial Planner

Marymount University; Arlington (VA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

403(b) retirement plan

Tuition remission

Job summary

Marymount University seeks a Student Financial Planner in Student Financial Services. The role serves as the primary contact for tuition and financial questions, providing exceptional customer service and guiding students to map tuition costs.

You will discuss enrollment plans via phone and email to ensure understanding of payment options. The planner will proactively work with prospective and current students to develop financial plans, aligning aid, payment plans, and other sources to support

Qualifications

• Bachelor’s Degree from an accredited institution of higher learning or equivalent work experience in higher education administration.
• 2-3 years of relevant professional experience in an applicable role.
• Strong proficiency in Microsoft Office (Word, Excel) and Google Suite.

Responsibilities

• Provide comprehensive responses to student inquiries regarding all payment options, including tuition assistance and financial aid awards.
• Create financial enrollment plans based on financial aid, payment plans and other sources of payment.
• Interact with students and families in-person, via phone, and virtually to counsel on payment options and affordability.
• Maintain knowledge of policies, federal Title IV regulations, and Marymount scholarship opportunities.
• Outreach to resolve outstanding account balances and collaborate with Financial Aid and Registrar offices.

Skills

Interpersonal communication

Oral and written communication

Customer service

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Google Suite

Job description

At Marymount University, we believe meaningful work happens when talented people come together with shared purpose. We serve not only our students—but one another—creating a culture where teamwork, adaptability, and resilience are part of everyday practice,Located in Arlington, Virginia, just minutes from Washington, D.C., Marymount offers a dynamic and forward-looking environment where innovation is encouraged and flexibility is valued. We understand that higher education is evolving, and we embrace change with creativity, responsiveness, and a solutions-oriented mindset.Our faculty and staff thrive in a community that prioritizes communication, cross-functional collaboration, and service-driven leadership. Whether working directly with students or supporting them behind the scenes, every role contributes to a shared mission: helping students grow, succeed, and lead with purpose and confidence.JOB SUMMARYMarymount University seeks a Student Financial Planner in Student Financial Services. Reporting to the Director of Student Financial Services and Bursar, the Student Financial Planner will serve as the primary point of contact for all tuition and student financial questions. The right candidate will provide excellent customer service and support, and offer student financial guidance to ensure students are on the path to a successful experience at Marymount. The Student Financial Planner will work proactively and reactively with prospective and existing students to recommend and develop financial plans mapping tuition costs throughout the student life-cycle. The Student Financial Planner will contact students via phone and email to discuss enrollment plans and ensure a comprehensive understanding of the payment options.Direct Supervisor: BursarStatus :Full-Time, ExemptGrade TBDDivision : Finance and OperationsNo. Direct Reports 0Target Weekly Hours 40Location: 2807 N Glebe (Main Campus)Benefits Eligibility : YesMAJOR DUTIES AND RESPONSIBILITIESMaintain a thorough understanding of Marymount’s payment options, procedures, and systems to provide students with effective and accurate financial guidanceProvide comprehensive responses to student inquiries regarding all payment options, which can include tuition assistance, understanding financial aid awards, and other payment optionsCreate financial enrollment plans based on awarded/available financial aid, payment plans, tuition benefits, employer assistance, and other sources of payment, to include the total cost to complete their programInteract with students and families in-person, via phone, and virtually to provide comprehensive counseling regarding payment options, understanding financial aid awards, affordability, and requirementsMaintain knowledge of state and institutional policies, Federal Title IV regulations, and Marymount scholarship opportunitiesPerform outreach and communicate with students directly to resolve outstanding account balancesCollaborate with colleagues in the Office Financial Aid and Office of the Registrar to meet students’ needsMaintain student records containing documentation of contacts, communications, and enrollment plansSupport the Bursar with time-sensitive projects and other duties as assignedJOB REQUIREMENTSRequired Qualifications:Bachelor’s Degree from an accredited institution of higher learning or equivalent work experience in higher education administration2-3 years of relevant professional experience in an applicable roleStrong proficiency in Microsoft Office (Word, Excel) and Google SuitePreferred Qualifications:Previous work experience in student finance, financial aid, enrollment management, high-volume call center, or customer service environmentKnowledge, Skills, and Abilities:Excellent interpersonal, oral and written communication skillsAbility to work in a positive manner with people from diverse backgrounds and culturesKnowledge of general business administration, best practices in higher education, and federal and state financial aid regulationsHigh attention-to-detail with creative problem-solving skillsLicenses or CertificationsNone.SPECIAL WORKING CONDITIONSNonePlease note that this role is in-person based in Arlington, VA. Position will be open until filled.Compensation/Total RewardsThe salary for this position is $50,000. It is competitive, market-based, and aligned with the University’s financial framework, ensuring your skills and experience are recognized and rewarded. But your total compensation goes well beyond your salary. As a valued member of our team, you’ll enjoy a comprehensive benefits package designed to support your health, financial security, and work-life balance. This includes medical, dental, and vision coverage; FSA or HSA; employee assistance program; life insurance; short- and long-term disability; contributions to the University’s 403(b) retirement plan; financial planning; identity theft protection; pet insurance; credit union and more. Interested in continuing your education? Our tuition remission program supports your professional growth and lifelong learning, and is also open to covered dependents. On top of that, our generous paid time off plan gives you the flexibility to recharge and maintain balance in your personal and professional life.Qualified candidates are invited to apply via our career portal by submitting a cover letter addressing their qualifications related to the information listed above, along with a resume.Employment is contingent upon successful completion of a background check and employment verification, and other role related requirements such as motor vehicle and/or drug screening.Marymount University is an equal opportunity employer. Marymount University does not discriminate on the basis of race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity and expression, marital status, pregnancy, veteran status or any other protected bases under applicable federal and local laws and regulations in any of its programs or its activities, including employment and admission. The university also expressly prohibits any form of sex discrimination and sexual misconduct including sexual harassment, dating and domestic violence, rape, sexual assault, sexual exploitation and stalking in any of its programs or activities, including employment and admission. For more information, please visit: https://marymount.edu/student-life/health-wellness/title-ix-2/Marymount University is an E-Verify employer. http://marymount.edu/wp-content/uploads/2025/04/UTF-8E-Verify_Participation_Poster_Eng_Es-1.pdf