Retirement Readiness Coach & Wellness Advisor
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-03-08
Listing for:
Unison Risk Advisors
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Manager, Financial Services
Job Description & How to Apply Below
A financial advisory firm is seeking a Financial Advisor for its Money Coach Program in Ohio. The role emphasizes coaching participants on retirement readiness and financial wellness, while managing referrals and collaborating with senior advisors. Candidates should have at least 2 years of relevant experience, be willing to travel 50-75%, and possess strong interpersonal skills. This position offers a chance to make a meaningful impact on clients' financial futures and contribute to educational programs.
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