Senior Retirement Planner & Wealth & Income Strategist

The Pension Group; Dublin (OH); On-site; USD 95,000 - 130,000; Full time

Job summary

The Pension Group in Dublin, OH is seeking a Senior Financial Advisor to deliver comprehensive retirement and financial planning to individual clients. You will assess goals, analyze pensions and Social Security, and develop integrated retirement income strategies.

Role involves presenting detailed plans, monitoring portfolios, and expanding the firm’s client base through events and outreach while staying compliant with regulations.

Qualifications

• Experience in retirement income planning and comprehensive financial planning.
• Strong advisory and plan presentation skills for clients.
• CFP®, ChFC® or similar credentials preferred.
• Bachelor’s degree in Finance, Economics, Business, or related field.
• Ability to work ethically within regulatory frameworks and maintain confidentiality.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Meet with clients to assess financial goals and develop integrated retirement plans.
• Analyze pensions, 401(k)s, investments, and Social Security options.
• Prepare and present detailed financial plans and review employer retirement plan structures.
• Monitor client portfolios and stay current with regulatory changes and market conditions.
• Educate clients through events, workshops, and outreach to grow the client base.

Skills

Financial Planning

Retirement Planning

Client Relationship Management

Communication Skills

Education

Bachelor’s degree in Finance/Economics/Business or related field

CFP®, ChFC® or similar credentials preferred

Job description

The Pension Group in Dublin, OH is seeking a Senior Financial Advisor to deliver comprehensive retirement and financial planning to individual clients. You will assess goals, analyze pensions and Social Security, and develop integrated retirement income strategies.

Role involves presenting detailed plans, monitoring portfolios, and expanding the firm’s client base through events and outreach while staying compliant with regulations.