Are you a Certified Financial Advisor seeking to positively influence individuals' financial well-being? Come aboard The Pension Group in Dublin, OH, US, where we excel in delivering exceptional financial guidance to our clientele. Our team is committed to aiding people in preparing for a stable and prosperous future, creating peace of mind. Join us at The Pension Group and collaborate with a supportive team that prioritizes honesty, expertise, and client contentment above all else. As a Financial Advisor, you will meet with prospects from our proven marketing system. Responsibilities: • Meet with clients and prospects to uncover financial needs. • Offer specialized financial guidance and suggestions to clients & prospects based on their unique circumstances and goals. • Regularly review and reassess clients' financial status to ensure their financial strategies align with their objectives. • Keep abreast of financial market developments, investment products, and regulatory updates to provide clients with precise and timely information. • Foster and uphold strong client connections through effective communication, reliability, and exceptional service delivery. • Plug into our marketing initiatives. Qualifications: • Series 65 and Insurance License required. • 2+ years of experience in financial services, preferably in a client-facing role. • Strong understanding of investment principles, financial planning concepts, and market trends. • Excellent communication, interpersonal, and presentation skills. • Strong analytical and problem-solving skills. • Proficient in CRM, Financial Planning Software, and industry platforms. • Strong customer service orientation and a commitment to client satisfaction. Compensation: $65,000 plus potential commission

• Meet with clients and prospects to uncover financial needs. • Offer specialized financial guidance and suggestions to clients & prospects based on their unique circumstances and goals. • Regularly review and reassess clients' financial status to ensure their financial strategies align with their objectives. • Keep abreast of financial market developments, investment products, and regulatory updates to provide clients with precise and timely information. • Foster and uphold strong client connections through effective communication, reliability, and exceptional service delivery. • Plug into our marketing initiatives.