Financial Advisor, Money Coach Program
Oswald Companies(25 days ago)
About this role
A Financial Advisor in the Money Coach Program who serves as a financial wellness resource for retirement plan participants, delivering one-on-one coaching and group education to improve retirement readiness. The role uncovers broader financial needs, facilitates referrals to senior advisors, and supports plan sponsors through program reporting and outreach.
Required Skills
- Financial Coaching
- Retirement Planning
- Needs Assessment
- Referral Management
- Client Education
- Presentation Skills
- Data Reporting
- Lead Generation
- Communication
- Travel
Qualifications
- FINRA Series 6
- FINRA Series 7
- FINRA Series 65
- FINRA Series 66
- CFP
- CRPC
- AFC
About Oswald Companies
oswaldcompanies.comFounded in 1893, Oswald advisers deliver the full range of insurance brokerage and risk management services. Learn more and connect today.
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