Financial Coach: Fast-Track to Financial Advisor

North American Dental Group; Groveport (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Student loan repayment matching

Paid time off and holidays

Flexible scheduling and hybrid work options

Professional development reimbursement

Long-term career growth and equity potential

Job summary

A progressive financial firm in Groveport, Ohio is looking for an entry-level Financial Coach to support clients in building healthy financial habits. This role requires a Bachelor's degree and Series 65 certification, with a strong emphasis on skills like communication and organization. You'll conduct research, prepare client materials, and facilitate introductory meetings. The firm offers a competitive salary of $45,000 – $60,000 and a range of benefits, including 401(k) matching and professional development opportunities. Join us to make finance more human.

Qualifications

• Bachelor's degree is required.
• Series 65 certification is required; CFP® preferred.
• Prior financial services, customer service, or sales experience preferred.

Responsibilities

• Collaborate with the advisory team to support client success.
• Conduct client research and prepare materials for meetings.
• Run introductory appointments and serve as the main contact for Simple rebel clients.
• Provide ongoing client service, helping clients stay on track.
• Identify and solve client challenges with creative solutions.

Skills

Strong organizational and analytical abilities

Excellent written and verbal communication

Comfortable in a fast-paced, collaborative environment

Proficient in Microsoft Office and Google Workspace

Passion for helping others achieve financial success

Openness to growth in both technical knowledge and client interaction

Education

Bachelor’s degree (Financial Planning or Business preferred)

Job description

A progressive financial firm in Groveport, Ohio is looking for an entry-level Financial Coach to support clients in building healthy financial habits. This role requires a Bachelor's degree and Series 65 certification, with a strong emphasis on skills like communication and organization. You'll conduct research, prepare client materials, and facilitate introductory meetings. The firm offers a competitive salary of $45,000 – $60,000 and a range of benefits, including 401(k) matching and professional development opportunities. Join us to make finance more human.