Top 18 Financial professional Jobs in Winston Salem Nc

Financial Assistance Advisor
ECPI University LLC —High Point, NC
- Writing skills
- Mid-level
- Office
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Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC
Bank of America —Winston-Salem, NC
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Services Representative – State Farm Agent Team Member
Zach Barnes - State Farm Agent —High Point, NC
- Full-time
- Office
- Math
- Communication skills
- Profit sharing
- Health insurance
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
Bank of America —Greensboro, NC
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Solutions Advisor Consumer Investments - Greensboro Area
Bank of America —Winston-Salem, NC
- Full-time
- Background check
- Writing skills
- Mid-level
14d
Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market
Bank of America —Winston-Salem, NC
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Financial Services Representative (Part-Time) - Westridge
Carter Bank —Greensboro, NC
- $14.10 - $22.06 an hour
- Part-time
- Office
- Microsoft Office
- High school diploma or GED
- Paid holidays
- Disability insurance
1d
Financial Services Professional - Hybrid Remote (NC)
Bankers Life —Greensboro, NC
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Associate Financial Advisor II
LPL Financial —Greensboro, NC
- $74,700 - $124,500 a year
- Full-time
- Microsoft Excel
- Office
- Business development
- Health insurance
- Paid time off
Quick Apply

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Administrative Assistant
The Malmo Group —Winston-Salem, NC
Communicate with clients by phone and email to answer questions and provide status updates. Associate or bachelor’s degree, or equivalent administrative work…
$60,000 - $65,000 a year
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PART-TIME FINANCIAL TREASURER
Rowan-Salisbury Schools —Salisbury, NC
Answer telephone, take messages and/or direct calls to appropriate personnel. Pay transactions from school checking from invoices, document with stamp and…
$17.06 - $21.19 an hour

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
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financial professional jobs near winston salem nc

Financial Assistance Advisor

ECPI University LLC -
High Point, NC

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Job Details

Qualifications

Customer communication

Full Job Description

Overview

This position will work at ECPI University’s Greensboro, NC campus location.

Transform your Career at ECPI University

Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor’s and Master’s Programs. Our culture is to prioritize our students’ success through the support of our dynamic team and industry focused curriculum.

Visit www.ecpi.edu/employment (https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ecpi.edu%2Femployment&data=05%7C02%7CAManaois%40ecpi.edu%7C38ca6c71b65b4807357508dc274eeb82%7C50656f6f463c40549fc26f4071c6e7fc%7C0%7C0%7C638428467747067851%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=yC4%2F0Wk3kGKU%2BsQFMfMaSJz83s6YlTn%2BVLuELYVuAbY%3D&reserved=0) to learn more about how you can help people improve their lives through education.

Position Summary

Are you seeking a financial advising career at a university that promotes the enhancement of each student’s professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!!

The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals.

Responsibilities

Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student.
Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines.
Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation.
Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns.

Qualifications

Education/Experience

Bachelor’s degree preferred.
2-3 years of related experience.
Any equivalent combination of education, experience, and/or training.

Skills/Abilities

Proficiency in Microsoft Office.
Proficiency in CampusVue Student database, preferred.
Utilizing AI tools preferred.
Well-developed oral and written communication skills.
Excellent organizational and analytical skills.
Ability to quickly master new methodologies, technologies, and systems.
Ability to handle a high-pressure environment with significant timeline pressures.
Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service.
Ability to work independently and with a team as well as with various constituents.

Benefits of Employment

ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE (https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ecpi.edu%2Fsites%2Fdefault%2Ffiles%2F2024-01%2F975404976-ECPI-employment-benefits-page-2024jan.pdf&data=05%7C02%7CAManaois%40ecpi.edu%7C38ca6c71b65b4807357508dc274eeb82%7C50656f6f463c40549fc26f4071c6e7fc%7C0%7C0%7C638428467747075399%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=y7bPNFTgaKsA%2Fvkov2hvP2jkd%2FkFc6Z4LmzZRbv68qg%3D&reserved=0).

Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

financial professional jobs in winston salem nc

Financial Assistance Advisor

Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC

Financial Services Representative – State Farm Agent Team Member

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC

Financial Solutions Advisor Consumer Investments - Greensboro Area

Merrill Advisor Development Program - Financial Advisor: Blue Ridge Market

Financial Services Representative (Part-Time) - Westridge

Financial Services Professional - Hybrid Remote (NC)

Associate Financial Advisor II

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