Student Financial Planner-1

Marymount University; United States; Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Tuition remission program

Flexible, hybrid work arrangements

Up to two remote workdays per week

Medical, dental, and vision coverage

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. You will provide excellent customer service and guidance to ensure students are on a path to a successful experience at Marymount.

The planner will map tuition costs across the student lifecycle and discuss enrollment plans with students via phone and email.

Qualifications

• Bachelor’s degree in higher education administration or equivalent
• 2-3 years of relevant professional experience in higher education
• Strong proficiency in Office and Google Suite

Responsibilities

• Provide accurate financial guidance on payment options and tuition costs
• Develop financial enrollment plans based on aid and payment options
• Counsel students and families in-person, by phone, and via email
• Maintain knowledge of policies and federal/state financial aid regulations
• Collaborate with Financial Aid and Registrar offices

Skills

Communication skills

Customer service

Teamwork

2-3 years experience in higher-ed

Education

Bachelor’s degree in higher education administration or related field

Tools

Microsoft Word

Microsoft Excel

Google Suite / Google Workspace

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)

Please note that this role is in-person based in Arlington, VA.

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.

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.

BENEFITS AND PAY

The 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.

• Benefits Eligibility: Yes
• 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
• Our tuition remission program supports your professional growth and lifelong learning, and is also open to covered dependents.
• generous paid time off plan
• University’s retirement plan includes a diversified portfolio of investment options, with a University match of up to 3% of employee pretax contributions for full-time employees.
• In addition to competitive health and welfare benefits, Marymount offers flexible and hybrid work arrangements for eligible positions, allowing up to two remote workdays per week.

ABOUT MARYMOUNT

Marymount University is a nationally recognized Catholic institution rooted in the traditions of the Religious of the Sacred Heart of Mary. The University fosters intellectual curiosity, service, and global perspectives, serving more than 4,000 undergraduate and graduate students. Located in suburban Arlington, Virginia, Marymount offers convenient access to the academic, cultural, and international opportunities of the nation’s capital.

We seek service-oriented professionals who are committed to a student-centered learning community that values diversity and supports the education of the whole person. The University is dedicated to attracting and retaining talented, diverse faculty and staff who share these values.

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.

Marymount University is an E-Verify employer.

Marymount University is an Equal Opportunity employer.

POLICIES AND RESOURCES

For more information, please visit: https://marymount.edu/student-life/health-wellness/title-ix-2/

Employee Benefits https://marymount.edu/faculty-and-staff/human-resource-services/benefits-2/

Background Checks Pre-employment, post-offer background investigations are required for all new hires as a condition of employment.

Employment is contingent upon successful completion of the background investigation.

Equal Employment Opportunity and Nondiscrimination Policy https://marymount.edu/faculty-and-staff/human-resource-services/human-resources-policies/non-discrimination-and-anti-harassment-policy/

Annual Campus Safety Report https://marymount.edu/student-life/health-wellness/campus-safety/campus-safety-report/

National Ranking – Points of Pride https://marymount.edu/about-mu/points-of-pride/