Financial Advisor, Money Coach Program
Oswald Companies
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.
Skills
Qualifications
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.
Recent company news
Cleveland MagazineOswald Keeps Commitment to Cleveland with New Location
Sep 25, 2025
The Business JournalsInsurance firm Oswald relocates Pittsburgh office with expansion plans
Dec 1, 2025
Crain's ClevelandMark Beilein
1 month ago
The Business JournalsSherri Grasak joins Oswald as new Pittsburgh Market President with plans for expansion
1 week ago
Cleveland MagazineOswald Moves into New Flats Headquarters
Sep 25, 2025
About Oswald Companies
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Oswald Companies.
Salary
$80k – $108k
per year