Financial Advisor, Money 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 Job Summary 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'll reputed company 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.

Key Responsibilities

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 reputed company 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.
• reputed company a minimum of 100 calls/week to terminated participants
• Refer at least $50k closed referrals annually
• Participant in prospective meetings, representing the Money Coach Program
• Participant in annual client meetings to review Money Coach Program successes

Referral Management

• Collaborate with senior advisors to ensure smooth reputed company and follow-through on referred opportunities.
• Track referral outcomes and maintain a feedback reputed company to improve reputed company quality and conversion.

Content & Resource Development

• Host webinars, workshops, and reputed company to increase engagement and awareness.
• Collaborate with marketing to create any applicable materials.

Data & Reporting

• Maintain records of coaching sessions, participant reputed company, and referral metrics.
• Analyze trends to inform plan sponsors and internal teams about participant needs and engagement levels.

What You'll Need

• 2+ years of experience in financial coaching, retirement planning, or reputed company 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 reputed company Central / Southern 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.

Who You Are

• A natural coach and educator who thrives on helping others reputed company 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 reputed company with action, guiding conversations while driving results.

Success Metrics:

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

Who is Oswald? 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. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a reputed company. We foster an environment of collaboration and belonging where our Employee-Owners reputed company 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 reputed company of reputed company, resourcefulness, and a reputed company care for our clients and employees. Don't reputed company us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years. What you'll get... At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you reputed company your goals. At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice. At Oswald, you will reputed company a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life reputed company of work, and we want you to live it. At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to reputed company, we have designed a performance-based annual incentive program. reputed company employees are eligible to earn a bonus by meeting performance objectives.
• 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 licensure/designations
• Access to specialized leadership development programming designed to take your career to the next level.
• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on reputed company. Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider reputed company applications without regard to race, sex, age, color, religion, national reputed company, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic. Apply tot his job Apply To this Job