Senior Financial Advisor

Retirement Planning Expert | President & Founder at The Pension Group, Inc.

Company Description

The Pension Group specializes in helping individuals achieve a secure and confident retirement by developing comprehensive income plans. With expertise in optimizing pensions, 401(k) s, Social Security benefits, and investment strategies, we align all aspects of your financial picture. We guide clients through estate planning, long-term care, and Medicare decisions while addressing costly errors in employer retirement plans. Our mission is to protect income, preserve legacies, and empower individuals to retire on their terms.

Based in Dublin, OH, The Pension Group is a registered investment advisor with the Securities and Exchange Commission.

Role Description

This is an on‑site, full‑time role located in Dublin, OH. As a Senior Financial Advisor, you will work closely with clients to develop and implement personalized financial, retirement, and investment strategies. Daily responsibilities include conducting in‑depth financial planning meetings, providing expert guidance on investments, assessing client portfolios, and ensuring optimal utilization of retirement benefits. You will also build lasting relationships, identifying client needs and offering tailored advisory services that align with their financial goals.

• Expertise in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Proven skills in Financial Advisory and strategic client relationship management
• Strong analytical skills and the ability to create comprehensive financial strategies
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred
• Excellent communication, interpersonal, and presentation skills
• Knowledge of financial and retirement planning regulations and compliance requirements
• Bachelor’s degree in Finance, Economics, Business, or a related field

• Mid‑Senior level

• Full‑time

• Finance and Sales