Senior Financial Advisor

The Pension Group specializes in helping individuals confidently prepare for retirement by creating personalized and comprehensive income plans. Based in Dublin, OH, the organization works closely with clients to optimize pensions, 401(k) accounts, Social Security benefits, and investments while addressing essential elements like long-term care and estate planning. The Pension Group excels in identifying and correcting common errors in employer retirement plans, ensuring financial security and avoiding unforeseen issues.

As an SEC-registered investment advisor, the company is dedicated to protecting income, preserving legacies, and supporting clients in achieving their retirement dreams.

This is a full-time on-site role for a Senior Financial Advisor based in Dublin, OH. The Senior Financial Advisor will provide expert financial guidance, develop tailored retirement and income strategies, and assist clients in optimizing their pension and investment portfolios. Day-to-day tasks include financial planning, conducting in-depth financial assessments, managing client investment portfolios, and advising on retirement and legacy planning. The Senior Financial Advisor will proactively work with clients to identify potential risks and provide strategic solutions for long-term financial security.

• Strong expertise in Financial Planning, Retirement Planning, and Financial Advisory
• Comprehensive knowledge in Investments and Finance
• Excellent communication and interpersonal skills to build and maintain client relationships
• Ability to analyze complex financial information and develop actionable strategies
• Proficiency in financial planning software and tools is preferred
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• A bachelor's degree in Finance, Economics, or a related field is required
• Strong ethical standards and commitment to client success