Financial Advisor, Coach Program

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Title: Financial Advisor, Money Coach Program

As a Money Coach, you’ll serve as a key financial wellness resource for retirement plan participants, offering one-on-one guidance and group education to help them confidently plan for the future. You will empower individuals to improve retirement readiness while uncovering broader financial needs and collaborating with senior financial advisors to ensure holistic support. This role blends coaching, travel, and referral management to support our mission of improving financial outcomes at scale.

• Participant Coaching &
  
  Education:
  
  Conduct one-on-one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics.
• Provide guidance on plan features (e.g., contribution limits, employer match, Roth vs. Traditional).
• Help participants understand their retirement income gap and strategies to close it.
• Help support calls to our participant hotline

• Needs Assessment & Opportunity Identification:
  Use discovery conversations and financial wellness assessments to uncover broader financial planning needs (e.g., estate planning, tax strategies, insurance).
• Document and escalate qualified leads to senior financial advisors using a structured referral process.
• Make a minimum of 100 calls/week to terminated participants
• Refer at least $50k in closed referrals annually
• Participate in prospective meetings, representing the Money Coach Program
• Participate in annual client meetings to review Money Coach Program successes

• Referral Management:
  Collaborate with senior advisors to ensure smooth handoff and follow-through on referred opportunities.
• Track referral outcomes and maintain a feedback loop to improve lead quality and conversion.

• Content & Resource Development:
  Host webinars, workshops, and office hours to increase engagement and awareness.
• Collaborate with marketing to create applicable materials.

• Data & Reporting:
  Maintain records of coaching sessions, participant progress, and referral metrics.
• Analyze trends to inform plan sponsors and internal teams about participant needs and engagement levels.

• 2+ years of experience in financial coaching, retirement planning, or related client-facing roles.
• Understanding retirement plans and basic financial planning principles.
• Strong interpersonal skills and ability to build trust across diverse audiences.
• Organized, data-driven, and confident presentation to both individuals and groups.
• Willingness to travel 50–75%, mostly within Northeast Ohio and surrounding regions (15% overnight).
• Industry certifications a plus (e.g., CFP®, CRPC®, AFC®, or similar).
• FINRA Series 6 or 7 required and FINRA Series 65 or 66 required.

• A natural coach and educator who thrives on helping others make confident financial decisions.
• Passionate about improving retirement outcomes and promoting financial wellness.
• Self-starter who excels in fast-paced, client-focused environments.
• Collaborative and curious, with a desire to grow and evolve with the program.
• Skilled at balancing empathy with action, guiding conversations while driving results.

• Number of coaching sessions completed
• Participant satisfaction scores via surveys and feedback to Plan Sponsors
• Volume and quality of referrals to senior advisors
• Improvement in participant retirement readiness scores
• Engagement rates in educational programs

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Oswald has been named a Top Workplace for nine consecutive years.

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. We provide a caring work environment, a paid time off policy including volunteering opportunities, a work-life balance, and a world-class Total Rewards package.

• Performance-based annual incentive program.
• Comprehensive medical, dental, and vision plans and numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10-year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution).
• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and…