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Retirement Readiness Coach & Financial Wellness Advisor

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Oswald Companies
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in Columbus, Ohio, seeks a Financial Advisor for its Money Coach Program. In this role, you'll provide coaching and guidance on retirement readiness, handling both one-on-one sessions and group education. The ideal candidate will have at least 2 years of relevant experience along with the necessary FINRA licenses. This position also offers travel opportunities, a collaborative environment, and a strong emphasis on improving clients' financial wellness.
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