Lead Financial Advisor - Columbus, OH

Antolino and Associates; Columbus (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Antolino & Associates in Columbus, OH is seeking a Lead Financial Advisor to deliver tailored financial plans, structure client portfolios, and analyze insurance and cash flow needs for both existing and new clients. You will lead client relationships, collaborate with a client-advisor team and senior advisors for advanced clients, and partner on growth initiatives in a hybrid environment.

A bachelor’s degree and 5–7+ years of experience are required; CFP® or intent to obtain within 18 months is

Qualifications

• Problem-solving skills.
• Highly analytical and proficient in MS Excel, Word and Outlook.
• Track record of establishing and maintaining interpersonal relationships.
• CFP® or desire to obtain within 18 months.

Responsibilities

• Address current client needs and deliver greater value; empower client confidence.
• Develop and communicate financial plans and recommendations to clients.
• Support senior advisors with Advanced level clients.
• Prepare for client reviews across retirement, cash flow, investments, estate, tax, and insurance.
• Develop and maintain strong client relationships.

Skills

Problem-solving

Analytical thinking

Interpersonal relations

Team collaboration

Education

Bachelor’s degree

CFP planning designation (or pursuing)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Position: Lead Financial Advisor

You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.

We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth “Advanced” clients who require more than 1 advisor.

If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.

This position is based in Columbus, OH. We have multiple offices and are looking to grow.

Is this position right for you?

• Do you like
  • solving puzzles; thinking creatively
  • math
  • working in a team environment
  • communicating while thinking on your feet
  • self-improvement: getting better everyday
• Are you a naturally curious person?
• Are you a competitive person?
• Do you enjoy deep personal relationships / care about others?

Essential Duties and Responsibilities

• Current Client Relationships
  • Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
  • Develop and communicate financial plans and recommendations to clients
  • Supporting senior advisors with “Advanced” level clients.
  • Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
  • Develop and maintain great relationships with our clients
• New Client Relationships
  • The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
  • You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
  • The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions.
• Education
  • You will be expected to pursue Financial Education or continuing education for CFP® and other applicable designations. We financially support work-related education expenses.
• Team Member
  • Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
  • Actively participate in industry/community organizations.
  • Promote our culture of optimism and happiness for both employees and clients.

Education, Experience and Technical Qualifications

• Bachelor’s degree minimum
• 5-7+ years professional experience
• Problem-solving skills
• Highly analytical and proficient in Microsoft Excel, Word and Outlook
• Track record of establishing and maintaining successful interpersonal relationships
• CFP® or desire to obtain within 18 months

About Antolino & Associates

• We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter – someone that is a “problem solver” not an “order taker”. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
• We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say you’re going to do 3. Finish what you start 4. Say please and thank you.
• Core Values
  • Champions
    • Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
  • Puzzle Solvers
  • Happy, Healthy, Team