Coach: Retirement Readiness & Financial Wellness
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-06-26
Listing for:
JBO The James B. Oswald Company
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Services
Job Description & How to Apply Below
JBO The James
B. Oswald Company is seeking a Financial Advisor for their Money Coach Program. You will provide one-on-one guidance and group education to enhance retirement readiness for participants. Responsibilities include conducting coaching sessions, identifying financial needs, and collaborating with senior advisors.
The ideal candidate will have at least 2 years of experience in financial coaching and a strong understanding of retirement plans. Benefits include competitive pay, performance incentives, and a comprehensive benefits package.
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