Top 39 Financial advisor Jobs in Frankfort, Ky

Student Financial Services Advisor
Kentucky State University —Frankfort, KY
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Financial Representative - Team Based
Northwestern Mutual —Lexington, KY
- $50,000 - $80,000 a year
- Full-time
- Background check
- No experience needed
- Business development
- Paid training
- Health savings account
Quick Apply
Financial Advisor - Securities Administration
WesBanco Bank, Inc. —Frankfort, KY
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Student Financial Assistance Advisor
KY Higher Education Student Loan Corporation —Frankfort, KY
- $35,823 - $44,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Disability insurance
- Dental insurance
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Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
1d
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
1d
Voya Financial Advisors Lexington
Voya Financial Advisors —Lexington, KY
- Full-time
- Mid-level
- 403(b)
Client Service Specialist
The Glenview Trust Company —Lexington, KY
- $70,000 a year
- Full-time
- 5 years
- Research
- Mid-level
Quick Apply
2d
Managing Director
WealthBridge Financial Group —Versailles, KY
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Private Banking Advisor - Lexington/Louisville
Truist Bank —Lexington, KY
- Full-time
- English
- Mid-level
- Master's degree
- AD&D insurance
- Paid holidays
6d
Senior Wealth Management & Trust Advisor
BANK OF THE BLUEGRASS & TRUST COMPANY —Lexington, KY
- Part-time
- Research
- Office
- Bachelor's degree
Quick Apply
Associate - South Central Advisor Group
Thrivent —Frankfort, KY
- Contract
- Research
- Mid-level
- Administrative experience
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
9d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
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Student Financial Services Advisor

Kentucky State University -
Frankfort, KY

Quick Apply

Job Details

Full-time

Qualifications

Managing customer accounts
Customer communication
Confidential information handling
Financial data reconciliation
Educational administrative software
Account analysis
Banner
Student database management
Student information system
Employee relationship building
Refund processing
Financial issue resolution
Student support
Financial services
Educational compliance and regulation understanding
Productivity software
Title IV regulations
Collections account management
Educational assistance administration

Full Job Description

TITLE: Student Financial Services Advisor

DEPARTMENT: Bursar

REPORTS TO: Director of Bursar

CLASSIFICATION: Staff-12 months

EFFECTIVE DATE: TBD

STANDARD WORK HOURS: 37.5 hours per week

LOCATION: On-Site Main Campus

EMPLOYMENT STATUS: Full-Time

EMPLOYMENT CLASSIFICATION: Exempt

JOB SUMMARY:

The Student Financial Services Advisor serves as the liaison between the Office of Financial Aid and the Office of the Bursar to support the coordinated and accurate delivery of student financial services. This position advises students and families regarding financial aid eligibility, billing, payment options, refunds, and account reconciliation while ensuring compliance with applicable federal, state, and institutional regulations. The Advisor works collaboratively with Financial Aid, the Bursar, Enrollment Management, and other University offices to resolve account discrepancies, process student financial transactions, and provide accurate financial information and guidance.

ESSENTIAL JOB FUNCTIONS:

Serve as the primary liaison between the Office of Financial Aid and the Office of the Bursar to coordinate financial aid disbursement, billing, and student account reconciliation.
Advise students and families regarding financial aid programs, student billing, payment options, refunds, account balances, and institutional financial policies.
Assist students with completing financial aid documentation and understanding eligibility requirements, award processes, and responsibilities related to federal financial aid programs.
Review and ensure the accurate posting and application of financial aid awards to student accounts.
Process student refunds, including Title IV credit balance refunds, in accordance with applicable federal regulations and institutional procedures.
Monitor and reconcile discrepancies between financial aid awards, tuition and fee charges, and student account activity.
Research and resolve account shortages, overpayments, outstanding balances, and other payment discrepancies.
Support student account operations by processing payments, maintaining financial documentation, preparing reports, and assisting with collections activities as assigned.
Prepare and review reports related to student accounts, financial aid disbursements, reconciliations, and collections activities.
Maintain accurate and confidential student records in Banner and other University financial systems.
Assist with compliance monitoring related to federal Title IV regulations, state requirements, institutional policies, and audit activities.
Provide presentations and informational sessions regarding financial aid processes, billing procedures, payment options, and financial literacy.
Collaborate with Accounting, Enrollment Management, Student Affairs, and other University departments to promote efficient and accurate student financial services.
Provide professional customer service while communicating financial information clearly, accurately, and respectfully.
Maintain confidentiality of student educational and financial records in accordance with FERPA and applicable laws and regulations.
Perform other related duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Knowledge of federal Title IV financial aid regulations and student financial services operations.
Knowledge of student account management, billing, refund, and reconciliation procedures.
Knowledge of applicable federal, state, and institutional financial policies and regulations.
Ability to analyze financial data and reconcile complex student accounts.
Knowledge of cash management principles and collections practices.
Proficiency with Banner or comparable student information systems and Microsoft Office Suite.
Strong analytical, organizational, and problem-solving skills.
Excellent written, verbal, and interpersonal communication skills.
Ability to explain financial policies and procedures clearly to students, families, faculty, and staff.
Ability to establish and maintain effective working relationships across multiple University departments.
Ability to exercise sound judgment, maintain confidentiality, and manage sensitive information appropriately.
Ability to organize multiple priorities while meeting established deadlines.

SUPERVISORY RESPONSIBILITY:

This position does not have supervisory responsibility.

OTHER DUTIES:

Perform other related duties as assigned to support departmental and University operations.

QUALIFICATIONS:

Bachelor's degree in Business Administration, Accounting, Finance, Higher Education Administration, or a related field is required.
One (1) to three (3) years of professional experience in financial aid, student financial services, enrollment management, bursar operations, accounting, or a related field is required.
Experience interpreting and applying federal Title IV financial aid regulations is preferred.
Experience using Banner or comparable student information systems is preferred.
An equivalent combination of education and directly related experience may be considered.

Licensing and Certifications: NA

WORKING CONDITIONS:

Work is normally performed in a typical interior office environment.

No or very limited physical effort is required.

No or very limited exposure to physical risk.

Applicants must be authorized to work for any employer in the United States. At this time, Kentucky State University is unable to sponsor or take over sponsorship of an employment visa

Internal candidates are encouraged to apply.

KENTUCKY STATE UNIVERSITY is an Equal Opportunity Employer

The functions, qualifications, knowledge/skills, and physical requirements listed in this job description represent the essential duties of the job, which the incumbent must be able to perform either with or without reasonable accommodation. The Job Functions listed do not necessarily include all activities that the individual may perform.

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Refine Your Search

financial advisor jobs in frankfort, ky

Student Financial Services Advisor

Financial Representative - Team Based

Financial Advisor - Securities Administration

Student Financial Assistance Advisor

Experienced Financial Advisor - Independent Platform, Full Book Portability

Experienced Financial Advisor - Confidential Move Conversation

Voya Financial Advisors Lexington

Client Service Specialist

Managing Director

Wealth Private Banking Advisor - Lexington/Louisville

Senior Wealth Management & Trust Advisor

Associate - South Central Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

Retirement Planner

Empower Financial Planner

Workplace Planning Consultant

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