Financial Advisor – Employer Retirement Plans

We are an established growing financial services and wealth management organization dedicated to helping businesses and individuals achieve long-term financial security through comprehensive retirement planning and investment advisory solutions. As an Employer Retirement Plans Financial Advisor, you will serve as a trusted advisor to employers and plan participants, delivering retirement plan consulting, fiduciary guidance, investment oversight, education, and ensuring compliance with ERISA and regulatory standards.

Requirements

• Bachelor’s degree in Finance, Business, or related field (or 4+ years equivalent work experience)
• 3+ years of experience in retirement plan consulting, institutional investing, or wealth management
• OH Life/Health Insurance License
• Active FINRA licenses (Series 7 & 66 or 6, 63 & 65)
• Professional designations such as AIF® or CPFA®

Benefits

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401(k) with Employer Matching
• Dental/Vision Insurance
• Parental Leave
• PTO that includes PTO for Volunteer Work
• Flextime Policy