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Financial Education Specialist
Financial Education SpecialistUniversity of Utah • Salt Lake City, UT, United States
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Financial Education Specialist

Financial Education Specialist

University of Utah • Salt Lake City, UT, United States
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Details

Open Date 09 / 04 / 2025

Requisition Number PRN43038B

Job Title Coordinator, Education

Working Title Financial Education Specialist

Career Progression Track D

Track Level

FLSA Code Administrative

Patient Sensitive Job Code? No

Standard Hours per Week 30

Full Time or Part Time? Full Time

Shift Day

Work Schedule Summary

We will work with you to set a fixed schedule, we’re open Monday – Friday, 8am -5pm.

VP Area President

Department 01603 - Financial Wellness

Location Campus

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range $25.00 - $30.00

Close Date 12 / 04 / 2025

Priority Review Date (Note - Posting may close at any time)

Job Summary

About Us

The Financial Wellness Center ( FWC ) at the University of Utah is a nationally recognized and state-wide model of excellence in student financial wellness. As a comprehensive center, we provide individualized financial counseling, impactful education, engaging outreach, and dynamic programming that supports students in all areas of their financial well-being. We proudly provide a wide range of services—from financial, credit, and student loan counseling to tax clinics and student leadership opportunities—all through a holistic lens of health and wellness. Our work is grounded in a student-centered approach that acknowledges the unique experiences of our campus community. We aim to create a welcoming and engaging environment where all students can thrive.

As a team, we prioritize mutual support, collaboration, and well-being. We value continuous growth and professional development while encouraging self-care practices to foster a positive workplace culture. Our team operates on a hybrid work model, offering flexibility of 1–2 remote days per week, depending on job duties and approval by the direct supervisor. Please note that in-person participation may be required during peak programming periods.

Our Mission :

The mission of the Financial Wellness Center is to support student well-being and success by providing individualized financial counseling, education, programming, research, and advocacy to guide students in their lifelong financial wellness journeys.

About the Position

The Financial Wellness Center ( FWC ) is seeking a student-centered Financial Education Specialist to join our dynamic and nationally recognized team. This role offers a unique opportunity to directly impact student success and well-being through programming efforts, developing financial education programs, marketing and campaign support, and supporting the director with special financial wellness initiatives and projects.

An Accredited Financial Counselor ( AFC ) candidate is preferred.

About Student Affairs

Student Affairs is comprised of more than 20 departments and is focused on supporting student well-being and success with the ultimate goal of assisting students in discovering their passion, people, and purpose. To that end, we aim to foster an environment that encourages employees to embrace innovative service delivery methods to best meet the needs of our students. As a result, students have the opportunity to participate in the creation of campus culture, collaboratively working alongside professional staff, student leaders, and academic partners.

Student Affairs departments serve all students at the University of Utah, including undergraduate, graduate, and professional students who represent many communities, cultures, and nations. In order to best support our students, it is important that staff stay aware of issues and best practices related to student development, identity, and sense of belonging, both locally and nationally.

Responsibilities

Financial Wellness Programming Support

Collaborate with the director on financial wellness initiatives and programming.

Create, edit, and maintain educational materials, including Canvas Course Modules, Educational Workshops, tailored to unique student populations.

Ensure content is engaging, accessible, and aligned with learning outcomes.

Integrate feedback from staff and peer well-being ambassadors to continuously improve module effectiveness.

Website and Media Content

Support FWC communications across email, newsletters, social media, blog, and website platforms.

Maintain and update the FWC website, ensuring content is current, relevant, and well-organized.

Oversee website performance tracking and content strategy to enhance user experience and engagement.

Marketing Materials & Visuals

Design and produce marketing collateral including brochures, flyers, presentations, and digital graphics using tools such as Canva and Adobe Creative Suite.

Ensure visual content aligns with strategic messaging and branding standards.

Manage consistency of visual identity across all media formats and outreach channels.

Campaign and Administrative Support

Assist in planning and executing financial wellness campaigns and outreach initiatives.

Provide administrative support including scheduling, documentation, and coordination of marketing efforts.

Manage promotional materials and ensure consistent branding across platforms.

  • This job description is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.

Minimum Qualifications

Bachelor’s degree in a related area or equivalency (one year of education can be substituted for two years of related work experience), and two years related experience required. Demonstrated human relations and effective communication skills also required.

Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Preferences

Department-Specific Qualifications

Requires a Bachelor’s degree in Finance, Social and Behavioral Sciences, or related field, or equivalency (one year of education can be substituted for two years of related work experience)

An Accredited Financial Counselor ( AFC ) candidate is preferred.

Type Benefited Staff

Special Instructions Summary

Additional Information

The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.

This position may require the successful completion of a criminal background check and / or drug screen.

The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.

All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

The University of Utah is an Affirmative Action / Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director / Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action ( OEO / AA). More information, including the Director / Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at :

Online reports may be submitted at oeo.utah.edu

This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.

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Education Specialist • Salt Lake City, UT, United States

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