About this role
Financial Advisor - Money Coach at Unison Risk Advisors. Location: Cleveland, Ohio, United States. Role: Coach participants, Educate participants, Document referrals Requirements: 2+ years in financial coaching or related client-facing roles; retirement planning knowledge; FINRA licenses; strong interpersonal and presentation skills. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 6 or 7, finra series 65 or 66, cfp, crpc, afc Commitment: Full Time Workplace: Onsite Languages: English