Senior Client Executive - Hybrid (Independence, OH) at OneDigital

This role is designed for a licensed financial advisor with at least two years of experience who understands how to bridge the gap between corporate retirement plans and individual wealth management. You will need a background in financial planning and the ability to convert leads into long-term advisory clients while navigating complex investment and estate planning conversations. **What makes it worth a look...** The position offers the stability of a large insurance brokerage combined with a variable compensation structure that rewards individual sales performance. You also get specialized tools like MoneyGuidePro and a "Workplace to Wealth" strategy that provides a warm pipeline from existing plan participants. **You might be a good fit if you...** * Hold a valid securities license and can register as an Investment Adviser Representative. * Have mastered the art of managing a sales pipeline within Salesforce. * Are comfortable traveling up to 25% of the time to meet clients in person. * Enjoy breaking down complex financial concepts like asset allocation during educational workshops.