Financial Advisor

Illinois, United States
Salary Not Specified
Jul 09, 2021
Employment Type
Full Time

Primary Function

Reporting to the Director of Scholarships and Financial Advising, a Financial Advisor provides a high level of customer service to students and family members. A Financial Advisor will serve as the primary resource regarding all aspects of planning for educational expenses. A financial advisor will ensure that students are provided information and accessibility to university resources and programs that will assist them in being successful during their college education/experience and will work closely with academic and career advisors.

FAs need to be or become proficient in the NIU student system, Navigate, MyScholarships, OnBase, and other relevant software programs. Additionally, FA’s must have fundamental knowledge of federal, state, and institutional financial aid policies and procedures. FAs must have excellent communication skills and must be able to explain complex concepts in a concise and friendly manner, in both group and individual settings.

Based on staffing needs, duties may be adjusted to assist with Financial Aid and Scholarship or Bursar Office outreach activities. Additionally, a Financial Advisor may be asked to participate in recruitment events and orientation sessions or to partner with Academic Advising or Career Services on recruitment and retention initiatives. The FA position may require some evening and weekend hours. FAs may be required to work in excess of 37 1/2 hours per week during peak periods.
Duties and Responsibilities (generally)

The primary duties of the position include: educate and advise students and family members regarding financial aid options, policies, procedures as well as information related to the financial aid awarding process and student account management; promote financial literacy through individual meetings with students or group presentations; assist students in developing financial action plans that encourage retention and on-time graduation.
Minimum Required Qualifications for this position

1. Bachelors degree required.
2. One (1) year (12 months) of experience in working with student employment, student financial aid/loans, student admissions/recruitment, scholarship/grant programs or other closely related work experience required

Specialty Factors (Additional Required Qualifications)

Education and Experience Preferred

Master’s degree preferred
Fluent in Spanish preferred
List the knowledge, skills, and abilities critical to the performance of this position.

1. Knowledge of customer service (the principles and processes for providing customer and personal services; customer needs assessment, meeting quality standards for service, and evaluation of customer satisfaction)
2. Knowledge of financial aid programs, the student application and registration processes, and of university academic requirements and parameters
3. A working knowledge of office technology (word, excel, and necessary databases)
4. Critical thinking, judgment and decision making skills – consider the costs and benefits of potential actions to choose the most appropriate one
5. Active listening skills -giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
6. Ability to establish effective working relationships with students, family members, faculty, and staff.
7. Excellent written and oral communication skills, both in individual and group settings. Strong presentation skills.
8. Cultural awareness and sensitivity.
Working Hours
M-F, 8:00 a.m. - 4:30 p.m.
Minimum Pay Rate (Hourly or Monthly)
Hiring Rate Information

Actual hiring rate is commensurate with experience, education, and internal equity; position includes a robust benefits package to eligible applicants.

Posting Date
Closing Date
Priority Review Date

Special Instructions to Applicants
  • Fully complete the Education and Work History sections of the application. Be specific on your entire work history, including employment dates and duties for all positions held. Applicable part-time work experience will be considered toward qualifying for this position, however, it will be converted to a full-time equivalency to determine combined length of experience.
  • If you have education and/or training in excess of what is required, we encourage you to upload your unofficial transcripts.
  • After the posting has closed, your submission will be reviewed to determine if you meet the minimum qualifications for the classification, including any specialty factors associated with this particular position.
  • Please monitor your e-mail for further information regarding your application. Emails will be generated from and Please add these emails to your address book to ensure timely delivery of any future communication.
  • We STRONGLY recommend that contact information used in your online profile be personal use, not professional/work information: personal email address, home address, and phone numbers. The information you provide is used to make contact on search updates, department referrals and interviews, etc. We must be able to relay sensitive and important information in a way that protects your privacy concerning job search activity, now and in the future.
  • The Civil Service examination for this classification is a Credentials Assessment, and is based on your application materials as submitted for this posting. If you meet the minimum required qualifications for this position, you will receive a score based on your education and experience, and your name will be placed on the active employment register. After the application deadline, the names within the top three scores will be referred to the hiring department for interview.
  • Once this position has been filled, all names will be removed from the employment register in accordance with State Universities Civil Service System rule 250.60(h)(10).
  • If eligible for Veteran’s Preference Points, DD214/DD215/NGB22/DD256 paperwork reflecting an Honorable Discharge MUST be uploaded to this application in order to receive the maximum eligible points on the Civil Service examination.
  • Click on Program/Student Advisor for more information including salary ranges, typical duties, minimum acceptable qualifications, and testing requirements.
  • Please click Human Resource Services – Benefits for detailed information about Northern Illinois University’s benefits package.
  • Employment is contingent upon your passing a criminal background investigation. You may not begin work until the criminal background investigation results have been received and cleared by Human Resources.

Link to Department Homepage
Financial Aid
Physical Demands

This person must be able to sit or stand for extended periods of time while communicating effectively with large or small groups, or with individuals.
EEO Statement

In accordance with applicable statutes and regulations, NIU is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, sex, religion, age, physical and mental disability, marital status, veteran status, sexual orientation, gender identity, gender expression, political affiliation, or any other factor unrelated to professional qualifications, and will comply with all applicable federal and state statutes, regulations and orders pertaining to nondiscrimination, equal opportunity and affirmative action.

The following person has been designated to handle inquiries regarding the non-discrimination policies:

Ethics and Compliance Officer, Title IX Coordinator
Health Services 230
Is Background Check Required
Visa Policy

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

ADA Accommodation

NIU remains committed to ensuring that its recruitment and application procedures include full opportunities for applicants with disabilities. Employment opportunities will not be denied to anyone because of the need to make accommodations for a person’s disability during either the application or interview process. An applicant who believes they require an accommodation to participate in the employment process due to a disability may request that accommodation through the Accommodation Request Form . For further assistance, please contact the office of Affirmative Action, Equal Opportunity and Education ( AAEOE ) at .

Clery Act Information

NIU provides information regarding campus security, personal and fire safety, including topics such as: crime prevention, emergency response procedures and crime reporting policies, in addition to crime and fire statistics for the most recent three calendar years. The Annual Security Report containing security and safety information is available at or by contacting the University Police Department and Public Safety Department at 815-753-9628 to receive a hard copy. The Annual Fire Safety Report is available at or by contacting the Environmental Health and Safety Department at 815-753-0404 to receive a hard copy.

Quick Link
Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * If applicable, have you attached a copy of your DD214, DD215, NGB22, or DD256 for consideration of Veterans Preference Points? The copy submitted should reflect the status of discharge in order to be considered.
    • Yes
    • No
    • Not Applicable
  2. * Please rate your level of professional work experience in working with student employment, student financial aid/loans, student admissions/recruitment, scholarship/grant programs.
    • Work experience not directly related to the job function described
    • Work experience at a minimum level of competency relevant to the job function described, requiring some assistance and guidance.
    • Work experience at a high level of competency relevant to the job function described, performed independently.
  3. * Please provide the name of the employer and the dates of employment where you gained this experience. Please note that this information must be verified on an NIU application and/or resume.

    (Open Ended Question)

Applicant Documents
Required Documents
  1. Resume/Curriculum Vitae
  2. Cover Letter
  3. List of at least 3 References
Optional Documents
  1. Military Discharge Documents ONLY (DD214/DD215/NGB22/DD256)
  2. Transcripts (unofficial with official required at hire)
  3. Transcripts #2 (unofficial with official required at hire)
  4. Transcripts #3 (unofficial with official required at hire)

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