Student Financial Planning & Aid Counselor

Hallmark University; San Antonio (TX); On-site; USD 40,000 - 64,000; Full time

Job summary

Hallmark University is seeking a Financial Planning Advisor to help students and families navigate financial aid, develop individualized plans, and ensure funding compliance. The role emphasizes counseling, budgeting, and timely processing of applications across multiple aid sources.

The advisor will interpret complex rules, maintain documentation, and collaborate with the Business Office to manage disbursements, refunds, and certifications.

Qualifications

• Good communication skills are essential for daily interaction with students, staff, and families.
• Strong basic computer skills and the ability to work without supervision are required.
• Excellent interpersonal and presentation abilities are necessary for counseling and group sessions.

Responsibilities

• Explain students’ rights and responsibilities for each aid source.
• Provide financial aid and scholarship information, counseling and advice to prospective and current students and families.
• Develop tuition plans and assist in applying for institutional financial aid.

Skills

Communication skills

Computer skills

Multitasking

Interpersonal skills

Presentation skills

Education

High School Diploma/GED + some college

Job description

Hallmark University is seeking a Financial Planning Advisor to help students and families navigate financial aid, develop individualized plans, and ensure funding compliance. The role emphasizes counseling, budgeting, and timely processing of applications across multiple aid sources.

The advisor will interpret complex rules, maintain documentation, and collaborate with the Business Office to manage disbursements, refunds, and certifications.