Extra Help - Financial Analyst/Planner - College of Medicine

Position Summary

Provide individualized, personal finance and estate counseling via case management to help medical students with current and future financial planning.

Duties

Responsibilities

• Design and deliver a comprehensive program covering such areas and topics as financial literacy and financing their education, loan requirements, private loan understanding and considerations, planning for loan repayment and other financial expenses during residency, and wealth management through workshops, digital content, and an integrated curriculum tailored to medical students.
• Develop, maintain, and promote accessible resources while collaborating with the offices of financial aid and student affairs; student leaders, and external experts.
• Monitor student financial wellness through needs assessments, referrals, feedback, and outcome evaluations to improve services and student success while ensuring accreditation compliance.
• Track and analyze student debt metrics, prepare semester reports for college leadership, and support continuous improvement of financial planning initiatives for medical students.
• Perform other related duties as assigned.
• Perform other related duties and participate in special projects as assigned.