Financial Professional – 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.

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) and Life/Health Insurance License, or ability to obtain within 6 months
• Professional designations such as AIF or CPFA preferred
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint
• Expertise in investment analysis, retirement plan reporting, and financial presentations
• Solid knowledge of ERISA, DOL regulations, fiduciary standards, and employer-sponsored retirement plan operations
• Excellent communication and consultative sales skills, with the ability to travel approximately 30% for client meetings, plan reviews, and business development activities

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