Student Financial Planner

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 SUMMARYMarymount 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  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 TBDDivision :
Finance and Operations No. Direct Reports 0

Target Weekly Hours 40

Location:

2807 N Glebe (Main Campus)
Benefits Eligibility :
Yes

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 administration2-3 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 CONDITIONSNonePlease note that this role is in-person…