Financial Advisor, Money Coach

Columbus, NE - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Title: Financial Advisor Money Coach Program

Job Summary

As a Money Coach youll serve as a key financial wellness resource for retirement plan participants offering one-on-one guidance and group education to help them confidently plan for the future. Youll empower individuals to improve retirement readiness while uncovering broader financial needs and collaborating with senior financial advisors to ensure holistic support. This role blends coaching travel and referral management to support our mission of improving financial outcomes at scale.

Key Responsibilities

Participant Coaching & Education

Conduct one-on-one and group coaching sessions focused on retirement readiness budgeting debt management and investment basics.
Provide guidance on plan features (e.g. contribution limits employer match Roth vs. Traditional).
Help participants understand their retirement income gap and strategies to close it.
Help support calls to our participant hotline

Needs Assessment & Opportunity Identification

Use discovery conversations and financial wellness assessments to uncover broader financial planning needs (e.g. estate planning tax strategies insurance).
Document and escalate qualified leads to senior financial advisors using a structured referral process.
Make a minimum of 100 calls/week to terminated participants
Refer at least $50k closed referrals annually
Participant in prospective meetings representing the Money Coach Program
Participant in annual client meetings to review Money Coach Program successes

Referral Management

Collaborate with senior advisors to ensure smooth handoff and follow-through on referred opportunities.
Track referral outcomes and maintain a feedback loop to improve lead quality and conversion.

Content & Resource Development

Host webinars workshops and office hours to increase engagement and awareness.
Collaborate with marketing to create any applicable materials.

Data & Reporting

Maintain records of coaching sessions participant progress and referral metrics.
Analyze trends to inform plan sponsors and internal teams about participant needs and engagement levels.

What Youll Need

2 years of experience in financial coaching retirement planning or related client-facing roles.
Understanding retirement plans and basic financial planning principles.
Strong interpersonal skills and ability to build trust across diverse audiences.
Organized data-driven and confident presentation to both individuals and groups.
Willingness to travel 5075% mostly within Northeast Ohio and surrounding regions (15% overnight).
Industry certifications a plus (e.g. CFP CRPC AFC or similar).
FINRA Series 6 or 7 required and FINRA Series 65 or 66 required.

Who You Are

A natural coach and educator who thrives on helping others make confident financial decisions.
Passionate about improving retirement outcomes and promoting financial wellness.
Self-starter who excels in fast-paced client-focused environments.
Collaborative and curious with a desire to grow and evolve with the program.
Skilled at balancing empathy with action guiding conversations while driving results.

Success Metrics:

Number of coaching sessions completed
Participant satisfaction scores via surveys feedback to Plan Sponsors
Volume and quality of referrals to senior advisors
Improvement in participant retirement readiness scores
Engagement rates in educational programs

Required Experience:

Unclear Seniority

Job Title: Financial Advisor Money Coach ProgramJob SummaryAs a Money Coach youll serve as a key financial wellness resource for retirement plan participants offering one-on-one guidance and group education to help them confidently plan for the future. Youll empower individuals to improve retirement...