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Financial Advisor - Woodbury
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Position Number: 5734984
Location: Redlands, CA
Position Type: Student Affairs and Services

Financial Advisor - Woodbury

POSITION CODE: 7353

DEPARTMENT/ADMINISTRATION: Academic Affairs, Woodbury

POSITION: Staff, Non-Exempt, Full-time

SALARY RANGE: $22.00 - $24.20 Per Hour

INTRODUCTORY PERIOD: Six (6) Months

BENEFITS OVERVIEW: BROCHURE

AVAILABLE: Immediately

POSTING DATE: October 17, 2024

APPLICATION DEADLINE: Open Until Filled, Apply Immediately.

Definition of Classification:

The Financial Advisor functions within the Office of Academic Affairs at Woodbury University and is a member of the Student Success Center team for the University of Redlands. The position will focus on developing programs for student success, including students under-prepared for college, and Summer Programs for High School Academies.

Reporting to the Assistant Director of Student Success and Retention, this position is partially funded by a DOE Title V grant through the Developing Hispanic-Serving Institutions Program. Incumbents will focus on the three new STEM programs, Sustainable Practices, Construction Management, and Environmental Science, during the five years of the grant (2020-2025). While the primary supervisor is the Assistant Director of Student Success and Retention, the position will also report to the Title V Grant Activity Director for purposes of grant reporting.

This position may require flexibility to work evening and weekend hours as well as the ability to travel, as required.

Duties and Responsibilities:

The duties and responsibilities include, but are not limited to, the following:

Maintains the Financial Sustainability Program.
Works with internal and external partners to coordinate workshops pertaining to navigation of student resources, financial literacy, and accessing safety-net programs.
Maintains updated knowledge of regulations, practices, and financial opportunities for students.
May participate in hiring, training, and serc a team of upper level/graduate student financial coaches to provide on-going support to students.
Develop individualized action plans based on student financial status.
Develop and nurture referral pipeline.
Coordinate installation and implementation of iGrad platform.
Design and develop curriculum related to financial literacy and related topics.
Teach academic courses and/or workshops related to financial literacy and related topics.
Manage curriculum and assessment for a summer bridge program that responds to admitted students needing additional higher education preparedness.
Teach the PASS 1700 Financial Literacy course in the Spring semester.
Conduct one-on-one academic meetings with identified students, teach learning strategies and address academic needs.
Serve as a backup to the Registrar and OAA Coordinator with aspects of student orientation as it relates to creating schedules for incoming students during orientation (Fall and Spring).
Submit two different, monthly reports to the Title V Grant Activity Director (Monthly Progress Report and Time and Efforts Report).
Meet regularly with the Title V Grant Activity Director to provide updates on the
Activity Objectives.
Supervises, plans, directs, and assigns work of assigned staff; makes hiring and disciplinary decisions; provides feedback on performance and approve timesheets.
Performs other related duties and special projects assigned.

Qualification Guidelines

Any combination equivalent to, but not limited to, the following:

Experience/Training/Education:

Required

Bachelor's degree.
Three (3) years' relevant higher education experience.

Preferred

Master's degree.
Strong data collection and assessment experience.

Knowledge and Skills:

The ability to communicate and collaborate with diverse groups of learners and colleagues.
Ability to analyze data.
Communicates effectively in oral and written form.
Knowledge of best practices in special education instruction.
Strong written and verbal communication skills.
Excellent technical, analytical, and problem-solving skills.
Excellent organizational skills.
Proficiency in Microsoft Office software including Excel, Word, PowerPoint, and Outlook.
Ability to recommend appropriate courses of action within established guidelines.
Ability to foster strong, positive relationships and align both internal and external resources to achieve university objectives.
Must be able to competently interact with a culturally and ethnically diverse population of students, faculty, and staff.

Physical Requirements/Working Conditions:

Working Conditions:

Standard office setting. Duties performed are primarily in an office environment while sitting at a desk or computer workstation or in meetings. At least minimal environmental controls to assure health and comfort.

Physical Demands:

Incumbents regularly sit for long periods; walk short distances on a regular basis; may travel to various locations to attend meetings and conduct work; use hands and fingers to operate an electronic keyboard or other office machines; reach with hands and arms; stoop or kneel or crouch to file; climb stairs; peak clearly and distinctly to answer telephones and to provide information; see to read fine print and operate computer; hear and understand voices over telephone and in person; and lift, carry and/or move objects weighing up to 25 pounds.

TO APPLY: A resume/CV and cover letter are required. In compliance with The Americans with Disabilities Act, if selected for the interview process and accommodations are needed, please call (909) 748-8040. If you are unable to complete an application due to a disability, contact us at (909) 748-8040 to ask for accommodation or an alternative application process.

HIRING RANGE: Anticipated hiring range is near or at the minimum of the classification, commensurate with candidate's education, experience, skills, and training. The University of Redlands is required to provide a reasonable estimate of the compensation range for this role. This range considers the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range. The budgeted salary or hourly range that the University expects to pay for this position is defined as the Hiring Range. Placement within the Hiring Range is determined by internal equity, and relevant qualifications.

BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. The University will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current employee who was conditionally offered the position.

DRIVER'S LICENSE CHECK: Possession of a valid Driver's License is required for certain positions. Employees in positions that require a valid Driver's License will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record.

PHYSICAL AND PSYCHOLOGICAL EXAMS: For certain positions typically in Public Safety, Facilities, Athletics and Information Technology Services departments, employment is contingent upon a candidate passing a pre-employment physical exam with the ability to lift in excess of 50 lbs. Public Safety Officers, in addition to a pre-employment physical exam, will also be required to pass a psychological evaluation.

FOR MORE INFORMATION VISIT

Human Resources (redlands.edu)

SUBMISSION OF A RESUME OR APPLICATION INDICATES AGREEMENT THAT THE UNIVERSITY MAY VERIFY ANY AND ALL INFORMATION CONTAINED THEREIN.

MEMBERS OF UNDERREPRESENTED GROUPS ARE ENCOURAGED TO APPLY.

AN EQUAL OPPORTUNITY EMPLOYER

To apply, visit https://recruiting2.ultipro.com/UNI1089UOR/JobBoard/6af23b67-9dd3-4a6a-bda1-676b92a4fcb4/OpportunityDetail?opportunityId=a9175795-8f03-4b8d-bb68-1a2932e63b30