Retirement Income Advisor | Client Service Lead

The Well; Cincinnati (OH); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

401(k) with 4% employer match

Health stipend option

Opportunity for advancement

Job summary

The Well in Cincinnati, OH, seeks a seasoned Financial Advisor to join a close-knit, service-focused advisory team. You will manage a growing client service book for pre-retirees and retirees, delivering personalized retirement income planning and clear guidance on Social Security, Medicare, estate and tax strategies.

A Series 65 license and a bachelor’s degree in finance are required, with 5+ years in advisory or client services.

Qualifications

• Minimum 5 years of experience in financial advising or client servicing.
• Series 65 license required.
• Bachelor's degree in finance or related field.
• Ability to explain complex financial concepts clearly and concisely to clients.

Responsibilities

• Create comprehensive, personalized retirement income plans for each client.
• Lead annual two-hour client review meetings.
• Explain recommendations in clear, accessible language.
• Open client accounts and facilitate fund transfers.
• Prepare annuity and insurance policies and coordinate paperwork.
• Educate clients on Social Security, Medicare, estate and tax planning.
• Maintain long-term client relationships with proactive communication.
• Follow firm processes to ensure high-quality client experience.
• Stay current on retirement planning trends and strategies.

Skills

Series 65 license

Interpersonal skills

Communication

Relationship-driven

Autonomy

Education

Bachelor's degree in finance or related field

Job description

The Well in Cincinnati, OH, seeks a seasoned Financial Advisor to join a close-knit, service-focused advisory team. You will manage a growing client service book for pre-retirees and retirees, delivering personalized retirement income planning and clear guidance on Social Security, Medicare, estate and tax strategies.

A Series 65 license and a bachelor’s degree in finance are required, with 5+ years in advisory or client services.