Financial Advisor, Money Coach Program

About the role

Oswald Companies seeks goal-driven professionals ready to take their career to the next level. As a Money Coach, you’ll 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.

Key Responsibilities

• 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.
• Make a minimum of 100 calls/week to terminated participants.
• Represent the Money Coach Program in prospective meetings.
• Participate in annual client meetings to review Money Coach Program successes.
• 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.
• Host webinars, workshops, and office hours to increase engagement and awareness.
• Collaborate with marketing to create any applicable materials.
• 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 You'll 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 50–75%, 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.
• Volumes and quality of referrals to senior advisors.
• Improvement in participant retirement readiness scores.
• Engagement rates in educational programs.

What 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.

What You’ll Get...

• Opportunity to build a long-term career with unlimited growth potential.
• Career advancement through specialized leadership development programming.
• Unlimited 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.
• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
• Specialized leadership development programming designed to take your career to the next level.