Job Title: Financial Advisor, Money Coach Program

Job Summary

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. You'll 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 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 Northeast 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