Student Finance Advisor

Anywhere, USA

Student Finance Advisor

The role is responsible for promoting student success through accurate and responsive advisement in student finance and service-related areas, providing support and advocacy as needed for students throughout the student lifecycle. This position is responsible and accountable for the advisement of students within their group and serving as a primary point of contact for the student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our company values and fosters a culture of CARE consistent with our mission, vision, and purpose.


  • Supports the new student intake process by working with admissions to answer incoming student questions, provide a thorough review of program and student costs, and outline all possible options to fund their education.
  • Create and confirm an accurate financial plan by establishing timeframes to complete any application process to be financially prepared to start and stay in school. Continuously reviews student accounts to advise students on their financial eligibility.
  • Using a high level of discretion and independent judgment continuously evaluates the financial plans throughout the student lifecycle and makes appropriate adjustments to ensure successful student outcomes.
  • Utilizes appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information for assigned students.
  • Accurately and thoroughly documents all interactions in the appropriate institutional systems.
  • Analyzes student data to identify triggers, indicating a need for proactive outreach to understand challenges and successes better. Coaches students to explore alternatives to overcome barriers to persistence or graduation. Makes appropriate resource referrals when necessary.
  • Collaborates with other departments and functional areas to deliver an optimal student experience from inquiry to graduation.
  • Maintain a thorough understanding of all Title IV programs, policies, and procedures, including institutional and international, federal, and state regulations. Complies with applicable international, federal, and state laws.
  • Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization. Promote student self-service tools during advising sessions and new student orientation.
  • Engages students through a variety of communication channels. This may include video advising, inbound student calls, and proactive outreach to students to deliver first contact resolution.


  • Bachelor’s degree preferred or comparable previous work experience
  • Outstanding customer service skills with 1+ years of customer service or related experience required
  • 1+ years of experience in Higher Education preferred
  • Ability to work a variety of office hours, including evenings, weekends, and travel as needed
  • High level of interpersonal, communication, and problem-solving skills
  • Ability to work independently as well as function as part of a team
  • Must be a self-starter with the ability to prioritize effectively
  • PC skills in Microsoft Office, Internet applications, and database software. Experience with Student Financial Aid software application a plus
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
  • Self-motivated and willing to take ownership of and quickly resolve complex issues


We are proud to be an EEO employer M/F/D/V. At Adtalem, we welcome everyone and have a strong commitment towards diversity and inclusion. We encourage our Colleagues to be their true authentic selves and support laws that prohibit discrimination everywhere we do business. We also maintain a drug-free workplace.