Student Financial Planner-1

Marymount University; Lexington (MA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

FSA/HSA

401(k)/403(b) plan

Tuition remission

Paid time off

Job summary

Marymount University seeks a Student Financial Planner in Student Financial Services. The role serves as the primary contact for tuition and student financial questions, providing exceptional service and guidance to ensure students understand payment options and complete their enrollment plans.

Reporting to the Director of Student Financial Services and Bursar, the planner works with prospective and current students to map tuition costs and payment strategies, through phone and email outreach.

Qualifications

• Bachelor’s Degree from an accredited institution or equivalent 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

• Maintain thorough understanding of Marymount’s payment options and systems to provide effective financial guidance.
• Respond to student inquiries regarding payment options and financial aid awards.
• Create financial enrollment plans based on awards, plans, and other payment sources.

Skills

Interpersonal communication

Oral communication

Written communication

Customer service

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 SUMMARY

Marymount 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: Bursar

Status :Full-Time, Exempt

Grade TBD

Division : Finance and Operations

No. Direct Reports 0

Target Weekly Hours 40

Location: 2807 N Glebe (Main Campus)

Benefits Eligibility : Yes

MAJOR DUTIES AND RESPONSIBILITIES

• Maintain a thorough understanding of Marymount’s payment options, procedures, and systems to provide students with effective and accurate financial guidance

• Provide comprehensive responses to student inquiries regarding all payment options, which can include tuition assistance, understanding financial aid awards, and other payment options

• Create 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 program

• Interact with students and families in-person, via phone, and virtually to provide comprehensive counseling regarding payment options, understanding financial aid awards, affordability, and requirements

• Maintain knowledge of state and institutional policies, Federal Title IV regulations, and Marymount scholarship opportunities

• Perform outreach and communicate with students directly to resolve outstanding account balances

• Collaborate with colleagues in the Office Financial Aid and Office of the Registrar to meet students’ needs

• Maintain student records containing documentation of contacts, communications, and enrollment plans

• Support the Bursar with time-sensitive projects and other duties as assigned

JOB REQUIREMENTS

Required 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

Preferred Qualifications:

• Previous work experience in student finance, financial aid, enrollment management, high-volume call center, or customer service environment

Knowledge, Skills, and Abilities:

• Excellent interpersonal, oral and written communication skills

• Ability to work in a positive manner with people from diverse backgrounds and cultures

• Knowledge of general business administration, best practices in higher education, and federal and state financial aid regulations

• High attention-to-detail with creative problem-solving skills

Licenses or Certifications

None.

SPECIAL WORKING CONDITIONS

None

Please note that this role is in-personbased in Arlington, VA.Position will be open until filled.

Compensation/Total Rewards

Thesalary for this position is $50,000. It iscompetitive, 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’llenjoy a comprehensive benefits package designed to support your health, financial security, and work-life balance.

• medical, dental, and vision coverage
• FSA or HSA
• employeeassistanceprogram
• life insurance
• short- and long-term disability
• contributions to the University’s 403(b) retirement plan
• financialplanning
• identitytheft protection
• pet insurance
• credit union and more

Interested in continuing your education? Our tuition remission program supports your professional growth and lifelonglearning, andis also open to covered dependents.On top of that, our generous paid time off plan gives you the flexibility to recharge andmaintainbalance in your personal and professional life.

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