A successful and rapidly-growing RIA firm is seeking to add one advisor to their office in the Dublin, OH area.

Advisor Responsibilities:
-Lead Client Relationships
-Serve as a primary point of contact for existing clients, many of whom are preparing for or actively in retirement
– Build and maintain lasting, trust-based relationships
-Attend and document meetings with clients, helping translate financial goals into action plans
-Earn referrals by delivering thoughtful, consistent service

Close New Business
-Meet with prospective clients and get them excited about The Pension Group value proposition
-Achieve assigned AUM goals and Annuity Goals

Retirement Planning & Financial Guidance
-Help clients understand their options for income, investments, insurance, and estate planning
-Provide clear, proactive guidance on topics like asset allocation, drawdown strategies, and risk management
-Break down complex financial decisions into practical next steps

Client Service & Collaboration
-Respond promptly to client needs and questions
-Collaborate with internal teams to deliver a smooth, supportive experience
-Ensure compliance and maintain accurate records

Qualifications:
-Series 65 and Insurance License required
-At least 2 years of advisory experience, ideally with a focus on retirement planning
-Strong knowledge of financial planning concepts, investment strategies, and currentmarket trends
-Confident communicator who can build rapport, explain clearly, and follow through
-Comfortable using CRM and planning tools to stay organized and client-focused
-Committed to doing what’s right for the client, always