What are the responsibilities and job description for the Senior Financial Advisor position at The Pension Group?
Company Description
The Pension Group, located in Dublin, OH, specializes in educating individuals on income planning, investments, 401K and pension planning to ensure accurate calculations. With expertise in identifying and rectifying pension errors, we have corrected numerous issues stemming from various employers and plan administrators.
Role Description
This is a full-time on-site role for a Senior Financial Advisor at The Pension Group in Dublin, OH. The Senior Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a daily basis.
Qualifications
- Financial Planning and Finance expertise
- Retirement Planning and Investments knowledge
- Financial Advisory skills
- Certifications such as CFP, CPA, or CFA are a plus
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Experience in the financial services industry
- Bachelor’s or Master’s degree in Finance, Economics, or related field