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Financial Wellness Advisor

$45,000 – $50,000 yearly

Ball State University

Last Updated: 11/22/22

Job Description

Student Financial Services and Systems

Financial Wellness Advisor

Ball State University

The Ball State University Office of Student Financial Services and Systems is seeking a Financial Wellness Advisor.

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.

Position Function: The successful candidate will work with the Director of Student Financial Services to 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 Qualifications: Bachelor’s degree from an accredited college or university in business administration, education, accounting, finance or related area. 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.

Preferred Qualifications: 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.

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

The salary range for this position is: $45,000 – $50,000

Apply online at: https://bsu.peopleadmin.com/postings/34764

Include the following documents with your application: resume and cover letter addressed to: Hiring Manager. The option to upload transcripts is available. Original, official transcripts showing the highest related degree earner is required at the time of hire (even if obtained at BSU). Degree verification will be conducted.

Review of applications will begin immediately and will be accepted through December 21, 2022.

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. Ball State aspires to be the model of the most student-centered and community-engaged of the 21st century public research universities, transforming entrepreneurial learners into impactful leaders – committed to improving the quality of life for all.

The Ball State way is rooted in the Beneficence Pledge – a commitment to excellence in teaching and scholarship, honesty and integrity, social responsibility, gratitude and valuing the intrinsic worth of each member of our community. Ball State students, faculty and staff are empowered in a culture that believes in them and demands they believe in themselves. They are partners in an innovative, immersive approach to education. They are supported by living and learning facilities that enable intellectual curiosity. We graduate scholars who are changing the world, and we’ve dedicated our University to do the same.

The university offers an excellent wellness program and extensive benefits offerings to include a generous paid time off package and paid parental leave. For further information regarding benefits please visit:

https://cms.bsu.edu/About/AdministrativeOffices/HumanResources/Jobs/Benefits-and-Community/professional-staff

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.



Company Details

Muncie, Indiana, United States
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. Ball Sta...