Financial Advisor, Money Coach Program

Would you like to take ownership in a dynamic high-growth business that truly walks the talk

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

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 Central / Southern 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

Who is Oswald

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent employee-owned company. So essentially you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve while driving unmatched risk and insurance innovations.

Our people-first culture and client service excellence have built our reputation of integrity resourcefulness and a relentless care for our clients and employees. Dont believe us Ask your friends colleagues and mentors about Oswald. Theres a reason Oswald has been named a Top Workplace for nine consecutive years.

What youll get...

At Oswald you will have the opportunity to build a long-term career with unlimited growth potential. Aim high work hard and well help you achieve your goals.

At Oswald you will experience our caring work environment. We care about our Employee-Owners we care about our customers and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald you will achieve a work-life balance. We care about your physical and emotional well-being so work-life balance is encouraged and practiced. We understand you have a life outside of work and we want you to live it.

At Oswald you will have access to a world-class Total Rewards package. We truly value our people which shows in our compensation benefits and perks.

• In addition to competitive pay we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.

• Comprehensive medical dental and vision plans and numerous supplemental benefit offerings.

• Paid time off annually and a sabbatical at every 10-year service anniversary.

• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

• Assistance with parking expenses discount programs for area services/experiences and financial support for professional development and licensure/designations

• Access to specialized leadership development programming designed to take your career to the next level.

• And so much more!

To learn more about Oswald our culture and everything we have to offer visit us onLinkedIn.

Oswald a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race sex age color religion national origin veteran status disability sexual orientation gender identity genetic information or any characteristic.