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Financial Wellness Advisor

Employer
Ball State University
Location
Indiana, United States
Salary
Salary Not Specified
Date posted
Nov 22, 2022

Job Details

Posting Details

Position Information

Position Title

Financial Wellness Advisor

About this Opportunity

Ball State University welcomes applications for a Financial Wellness Advisor within Student Financial Services and Systems.

Inclusive Excellence Statement

At Ball State University, inclusiveness and freedom of expression are a part of our enduring values and inform all of our efforts. We encourage applicants to familiarize themselves with our Inclusive Excellence Plan to learn more about our commitment and to identify how you might contribute to these efforts.

Benefits and Community

https://www.bsu.edu/about/administrativeoffices/humanresources/jobs/benefits-and-community/professional-staff

Live Near Your Work - If you are considering living near the Ball State area, please visit the following link to learn more about relocation and living in east central Indiana:

https://www.bsu.edu/about/live-near-your-work

FLSA

Administrative Exemption

Hrs/Week

40

Length of Assignment

Full-Time At-Will

Position Function

Reporting to the Director of Student Financial Services, the Financial Wellness Advisor will provide financial wellness information to students and their families to support their goal of budgeting and paying for college. The services the Financial Wellness Advisor provide include one-on-one financial counseling sessions with BSU targeted student population and their families, presentations; and workshops to educate students and parents on issues relating to personal finance. Adherence to inclusive excellence training for diversity and equal opportunity for all students. The Financial Wellness analyst is responsible for analyzing and pulling reports to identify target population while generating lists of students in financial risk, in addition to coaching students on developing plans of actions to fund their education and to achieve and maintain financial stability.

Minimum Education

Bachelor’s degree from an accredited college or university in business administration, education, accounting, finance or related area.

Minimum Experience

At least one year of financial experience in a financial institution or university setting with project management experience.

Minimum Other

Microsoft Office experience; effective written and verbal communication skills; negotiating, counseling and problem solving skills. Strong organizational and customer service skills.
Ability and willingness to travel to meet in need and targeted students within the community mostly on campus or within the surrounding counties.
Ability to participate in speaking engagements at local and public schools.
Ability and willingness to work some evenings and weekends, as needed.
Must have valid driver’s license and be eligible for insurability under the university’s auto fleet policy.

Authorization to work in the US

Candidates for searches must have current authorization to be employed in the U.S. without employer sponsorship.

Preferred Education

Preferred Experience

Previous experience in the financial wellness field or credit counseling or education.
Experience in a university setting; additional years of experience in accounting, banking, cashiering, or related experience.
Experience working with target population of first generation students; also familiarity with low- and moderate – income students and their families.
Demonstrated knowledge of effective financial counseling and coaching methods.
Demonstrated ability to facilitate financial workshops and training.
Excellent interpersonal and verbal communication skills.
Ability to work within a culturally diverse fast-paced environment.
Proficiency in the use of Microsoft Office (Work, Excel, PowerPoint, Access). Ellucian (Banner) ERP system experience, CASHNet, Argos and other report writing skills preferred.

Preferred Other

Willingness to obtain certification and continuing education in the financial wellness field.

Pre-Employment Screening

Requires successful completion of a Drivers License check, Requires successful completion of a background check and education verification.

Position Title(s) Supervised

Student employees.

Required Certifications

EEO Statement

Ball State University is an Equal Opportunity/Affirmative Action employer that is strongly and actively committed to diversity within its community. Women, minorities, individuals with disabilities and protected veterans are strongly encouraged to apply. All qualified applicants will receive equal consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, disability, protected veteran status or any other legally protected status.

About Ball State University

Ball State University is located in Muncie, Indiana, on an attractive campus 45 miles northeast of Indianapolis. Approximately 22,000 graduate and undergraduate students enroll in one of eight academic colleges that offer 120 undergraduate programs. We offer more than 140 master’s, doctoral, certificate, and specialist degrees, with many of them ranking among the best in the nation. We engage students in educational, research, and creative endeavors that empower our graduates to have fulfilling careers and meaningful lives enriched by lifelong learning and service, while we enhance the economic, environmental, and social vitality of our community, our state, and our world.

There's more to discover IN Indiana! Visit the following link to learn more:

IN Indiana

Department

Student Financial Svcs and Systems:133030

Department Information

The salary range for this position is $45,000 – $50,000 based on experience.

Department Email or Phone Number

765-285-7377

Duties & Responsibilities

Ranking

1

Job Duty

Develop and present financial wellness presentations to BSU stakeholders on topics regarding financial planning and budgeting for higher education. Develop and implements campus outreach events to promote/provide financial wellness services to students at BSU and create and maintain a professional, welcoming atmosphere for students accessing SFS financial wellness resources for services and information.

Ranking

2

Job Duty

Develop and continually refresh the financial wellness website with new content, create or acquire resources in all media types for distribution to students and families. Work with external partners to provide financial wellness learning opportunities in the form of workshops, webcasts, webinars, etc. Work with all other campus partners that are providing financial wellness programs to select populations in order to work as a team or to provide complimentary services.

Ranking

3

Job Duty

Connect with Cardinal Central, BSU’s one stop shop to reference and follow up on services linked to financial wellness, also work as a liaison to Cardinal Central to streamline all financial wellness needs. Provide one-on-one counseling sessions, working with students to help them understand essentials of personal finance, establish a basic level of financial wellness, and apply money management techniques to manage their finances.

Ranking

4

Job Duty

Encourage students to adopt and practice good financial habits, working with them to develop household budgets and strategies to help them live within their means and achieve financial stability. Support students in resolving current sensitive financial situations, providing information from campus/community resources and gov’t agencies to address their immediate needs (i.e. OFAS, housing, Student Affairs, food banks, etc.).

Ranking

5

Job Duty

Work with students in completing detailed financial assessments, reviewing their credit reports and FICO credit scores, and educate them on understanding credit, finance charges and interest rates. Support students in developing strategies to reduce and avoid debt, and to protect their credit.

Ranking

6

Job Duty

Provide referrals to BSU departments for additional assistance such as Advising, Student Success, Career Services, Wellness Center, Cardinal Central, Financial Aid, Veterans Affairs, etc.
Coordinate work efforts with BSU stakeholders and outside social service agencies to help students obtain needed services and attain goal of financial stability.

Ranking

7

Job Duty

Maintain records and prepare reports to document all counseling/coaching sessions and related activities.

Ranking

8

Job Duty

Track program participants to assess outcome of financial counseling and success in achieving academic, training, and career advancement goals. Attend and participate in departmental meetings and provide findings to management. Provide information to students, parents, and others regarding regulations relating to student tuition, deferment/payment plan, refunds, penalties, delinquencies, etc. by phone, in-person, and email.

Ranking

9

Job Duty

Demonstrate commitment to providing excellent customer service and provide tailored and sound financial advice/planning to resolve sensitive and potentially confrontational situations.

Ranking

10

Job Duty

Assign and review work, orient and train students, and make recommendations in all areas related to supervision, including but not limited to, interviewing and selection, compensation, performance appraisal, training, discipline and career development.

Ranking

11

Job Duty

Perform other related duties as assigned.

Posting Detail Information

Posting Number

202201172P

Number of Vacancies

1

Desired Start Date

02/09/2023

Position End Date (if temporary)

Open Date

11/22/2022

Applications Accepted Through Date

01/10/2023

Open Until Filled

No

Information regarding transcripts

The option to upload transcripts is available. Original, official transcripts showing the highest related degree earned is required at the time of hire (even if obtained at BSU). Degree verification will be conducted.

Special Instructions Summary

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Do you hold a valid driver's license?
    • Yes
    • No
Applicant Documents
Required Documents
  1. Resume
  2. Cover Letter
Optional Documents
  1. Undergraduate Transcripts
  2. Master's Transcripts


Company

Ball State

Founded in 1918 in Muncie, Indiana, the public research university has grown to more than 22500 students

Spirited and motivated, we learn, grow, and take flight. Our faculty and staff—everyone in our community—embrace students as learning partners from day one. In classrooms and labs, in immersive learning projects, on the sports fields—with creativity and determination—Cardinals Fly. We are grounded in our values, lifted by our knowledge, and go confidently upward toward ever greater opportunities. Ours is a simple promise: to challenge each other to excel. And with Beneficence as our guide—We Fly.

 

We are committed to excellence through a talented and diverse faculty and staff. Inclusiveness and freedom of expression are a part of our enduring values and inform all of our efforts. We engage students in educational, research, and creative endeavors that empower our graduates to have fulfilling careers and meaningful lives enriched by lifelong learning and service, while we enhance the economic, environmental, and social vitality of our community, our state, and our world. We are excited that you want to join us in these endeavors!

The university offers excellent benefits, including health care and retirement plans, tuition assistance for employees and dependents, and generous time off with pay. 

Ball State II

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