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Financial Consultant Financial Advisor

Senior Financial Advisor: Retirement Planning Expert

Job in Dublin, Franklin County, Ohio, 43016, USA
Listing for: The Pension Group
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Senior Financial Advisor in Dublin, OH. This full-time, on-site role involves developing personalized financial plans, advising on investments, and assisting clients with retirement planning. Candidates should have strong expertise in financial and retirement planning, excellent client service skills, and a bachelor's degree in a related field. A Series 65 license is required and a CFP designation is preferred.

The firm values compliance and aims to deliver exceptional client service.
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Position Requirements
10+ Years work experience
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