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Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Phase2 Technology
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 54000 USD Yearly USD 54000.00 YEAR
Job Description & How to Apply Below

Job Posting

Title:

Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid

Hiring Department: Office of Scholarships and Financial Aid

Position Open To: All Applicants

Weekly Scheduled

Hours:

40

FLSA Status: Exempt

Earliest

Start Date:

Immediately

Position Duration: Expected to Continue

Location: UT MAIN CAMPUS

Overview

The Texas Financial Wellness (TFW) Counselor will counsel students on personal financial issues, including budget planning, credit management, and debt reduction. Provide financial literacy and financial aid information and programming to students so they can make informed decisions. Plan and lead various outreach events and activities to increase public awareness of UT Austin resources and programs while assisting families in better understanding the financial aid and financing college process.

Act as point of contact for students, parents, campus, and community stakeholders regarding financial wellness. Must be willing to obtain Certified Personal Finance Counselor Certification (CPFC).

Responsibilities
  • Serve as point-of-contact and steward of financial wellness activities to university and community stakeholders. Plan and conduct various financial literacy and financial aid events and activities on and off campus, ensuring that stakeholder and leadership goals are met.
  • Supervise the Financial Wellness Peer Mentor program. Plan and deliver ongoing training, provide feedback and assessment of peer mentor work. Hire peer mentors and ensure that their skills and availability meet the needs of the office.
  • Conduct financial wellness appointments and presentations that assist students with educational and personal financial wellness issues, including FAFSA completion, financial aid processes, budgeting, credit management, debt reduction, and more.
  • Oversee the Financial Wellness digital resources. Plan and execute strategies for delivering digital content to students to meet the needs of students and leadership.
  • Assist OSFA with financial aid and scholarship processing, including monitoring output, verifying applicant eligibility and resolving eligibility issues. Review and resolve financial aid and scholarship files. Award state, university, and federal financial aid funds to students.
  • Perform the duties of a Texas One Stop counselor during peak times.
  • Other related functions as assigned.
Required Qualifications

Bachelor's degree. A combination of 4 years of experience in student financial aid, student personnel, student services, or related experience. Proficiency with software including MS Word and Excel. Willing to work evening and weekend events as required. Occasional overnight travel may be required. Must be organized, detail-oriented, and customer focused. Candidate must have superior project, communication, and time-management skills and a professional demeanor.

Must be capable of multi-tasking in a high-stress environment. Must be able to prioritize work assignments to complete work within required time periods. Must divest of any stock or ownership interest in student loan lender before start of employment. Shares in publicly traded mutual fund or similar investment vehicle are exempt. For more info, read the UT Austin Policy on Individual Conflicts of Interest.

As a condition of hire and continued employment, must be in good standing on all federal student loans and must grant permission for the office to access NSLDS to verify such standing.

Relevant education and experience may be substituted as appropriate.

Preferred Qualifications

Master's degree. More than the required years of experience. Extremely detail-oriented. Excellent interpersonal skills. Ability to handle stressful situations with composure. Knowledge of and proficiency with software including MS Word and Excel. Ideal candidate will be able to set priorities and manage multiple projects. Ability to remain productive in a fast-paced, shared space environment with frequent interruptions. Ability to make presentations to individuals and groups of various sizes.

Spanish-speaking.

Salary Range

$54,000

Working Conditions
  • May work around standard office conditions.
  • Repetitive use of a keyboard at a workstation.
Required Materials
  • Resume/CV
  • 3 work references with their contact information; at least one reference should be from a supervisor
  • Letter of interest
Important Information for Applicants

Important for applicants who are NOT current university employees or contingent workers:
You will be prompted to submit your resume the first time you apply, then you will be provided an option to upload a new Resume for subsequent applications. Any additional Required Materials (letter of interest, references, etc.) will be uploaded in the Application Questions section; you will be able to multi-select additional files. Before submitting your online job application, ensure that ALL Required Materials have been uploaded.

Once your job application has been submitted, you cannot make changes.

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