What are the responsibilities and job description for the Senior Financial Advisor position at The Pension Group?
Company Description The Pension Group is a registered investment advisor with the Securities and Exchange Commission that specializes in retirement planning for individuals at all stages of their retirement journey. The firm focuses on integrating pensions, 401(k) plans, investments, and income strategies into cohesive retirement plans tailored to each client’s goals. Services include optimizing Social Security benefits, guiding estate planning, and navigating long-term care and Medicare decisions to build durable retirement strategies. The Pension Group also helps clients identify and correct costly errors in employer retirement plans, aiming to protect income and preserve legacy. The company is committed to helping clients retire on their own terms, with full disclosures available at www.thepensiongroup.com.
Role Description The Senior Financial Advisor is a full-time, on-site role based in Dublin, OH, responsible for delivering comprehensive retirement and financial planning advice to individual clients. This role involves meeting with clients to assess their financial goals, analyzing pensions, 401(k)s, investments, and Social Security options, and developing integrated retirement income strategies. The Senior Financial Advisor will prepare and present detailed financial plans, review employer retirement plan structures for potential issues, and recommend adjustments to reduce risk and improve outcomes. Daily responsibilities include monitoring client portfolios, staying current with regulatory changes and market conditions, and collaborating with internal team members to ensure consistent, high-quality client service. The role also includes participating in educational events, workshops, and client outreach efforts to build long-term relationships and grow the firm’s client base.
Qualifications
- Strong expertise in Financial Planning and Retirement Planning, with a track record of building comprehensive, client-focused retirement income strategies.
- Solid foundation in Finance and Investments, including portfolio construction, risk management, and asset allocation for pre-retirees and retirees.
- Proven Financial Advisory skills, including client relationship management, plan presentation, and the ability to explain complex concepts in clear, accessible language.
- Relevant professional certifications such as CFP®, ChFC®, or similar credentials strongly preferred.
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degrees are a plus.
- Demonstrated ability to work ethically within regulatory frameworks and maintain strict confidentiality of client information.
- Excellent analytical, organizational, and communication skills, with attention to detail and commitment to follow-through.
- Experience working with retirement-focused clients and familiarity with Social Security, Medicare, estate planning basics, and employer retirement plan structures.