Senior Financial Advisor

Company Description The Pension Group specializes in retirement planning, working closely with clients to create personalized financial strategies. We focus on optimizing pension plans, 401(k)s, and investment strategies to align with clients' long-term financial goals. Our expertise extends to Social Security optimization, estate planning, Medicare decisions, and addressing common errors in employer retirement plans to help clients secure their financial future. Based in Dublin, Ohio, our mission is to protect income, preserve legacies, and help clients achieve their ideal retirement. Role Description This is a full-time Senior Financial Advisor role based on-site at our office in Dublin, OH. The Senior Financial Advisor will provide comprehensive financial planning services, guide clients on retirement planning strategies, and develop customized investment plans. Responsibilities include managing client relationships, conducting financial needs analyses, offering expert advice on financial products, and staying informed about changing financial regulations and market trends. The advisor will play a critical role in helping clients align their financial goals with actionable strategies for secure retirement. Qualifications Proficiency in Financial Planning, Retirement Planning, and Financial Advisory servicesStrong knowledge of Finance and Investments, with a focus on strategies for retirement optimizationProven experience in building and managing client relationships and delivering tailored recommendationsOutstanding communication and interpersonal skillsCertified Financial Planner (CFP) or equivalent certification is preferredAbility to stay updated on industry trends, investment tools, and regulatory changesBachelor’s degree in Finance, Economics, Business, or a related field