Retirement Client Manager

Lifetime Financial Growth; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A wealth management firm in Columbus, Ohio, is seeking a full-time Retirement Client Manager to help clients with their retirement planning and financial strategies. The role involves providing tailored solutions, managing portfolios, and ensuring compliance with industry regulations. Qualified candidates should possess strong communication skills, financial planning expertise, and preferably a degree or certification in finance. This position focuses on building long-term relationships with clients and delivering personalized planning.

Qualifications

• Proficiency in financial planning, retirement planning, and investment strategies.
• Strong client relationship management and communication skills.
• Ability to analyze financial data and prepare comprehensive reports.

Responsibilities

• Guide clients in their retirement planning and financial well-being.
• Provide tailored solutions and manage client portfolios.
• Analyze financial data and develop personalized retirement strategies.

Skills

Financial planning

Retirement planning

Client relationship management

Communication skills

Interpersonal skills

Analytical skills

Education

Degree or certification in finance or related field

CFP certification

Job description

Company Description

Lifetime Financial Growth is a privately owned wealth management firm dedicated to helping clients realize their long-term financial goals through customized strategies and personalized planning. We provide access to a comprehensive range of financial products and services, enabling our clients to protect and grow their wealth. Affiliated with The Guardian Life Insurance Company of America® and Park Avenue Securities LLC, we pride ourselves on delivering exceptional support and resources. Our focus is on creating lasting financial impact for our clients, guided by their individual visions for the future.

Role Description

We are seeking a full-time Retirement Client Manager to join our team on‑site in the Columbus, Ohio Metropolitan Area. In this role, you will guide clients in their retirement planning and financial well-being by providing tailored solutions, addressing inquiries, and managing client portfolios. You will analyze financial data, develop personalized retirement strategies, ensure client satisfaction, and act as a trusted advisor for their long‑term financial goals. This role involves collaboration with internal teams and maintaining compliance with industry regulations.

Qualifications

• Proficiency in financial planning, retirement planning, and investment strategies
• Strong client relationship management, communication, and interpersonal skills
• Ability to analyze financial data and prepare comprehensive reports
• Experience in meeting compliance requirements and following financial industry regulations
• Self‑motivated, detail‑oriented, and capable of managing multiple client accounts effectively
• Familiarity with financial tools, software, and platforms is a plus
• Education or certification in finance, economics, or a related field is strongly preferred (CFP certification is a plus)