Money Coach - Retirement Plan Specialist

Oswald Companies•Columbus, OH

About The Position

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. 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.

Requirements

3+ 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).

Nice To Haves

Industry certifications a plus (e.g., CFP®, CRPC®, AFC®, or similar).

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.
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.
Refer at least $100k referral opportunities 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.

Benefits

At Oswald, you will have access to a world-class Total Rewards package.
We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program.
All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.

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