Financial Coach: Fast-Track to Financial Advisor

A progressive financial firm in Groveport, Ohio is looking for an entry-level Financial Coach to support clients in building healthy financial habits. This role requires a Bachelor's degree and Series 65 certification, with a strong emphasis on skills like communication and organization. You'll conduct research, prepare client materials, and facilitate introductory meetings. The firm offers a competitive salary of $45,000 – $60,000 and a range of benefits, including 401(k) matching and professional development opportunities.

Join us to make finance more human.
Join us at North American Dental Group as our next Financial Coach:
Fast-Track to Financial Advisor in Groveport, OH, United States. We appreciate your interest in this position. Join North American Dental Group and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.