Lead Financial Advisor - Southern Ohio

Antolino and Associates; Gallipolis (OH); Hybrid; USD 85,000 - 115,000; Full time

Job summary

A financial services firm in Gallipolis, OH, is seeking a Lead Financial Advisor to enhance client relationships, support team initiatives, and pursue financial education. The ideal candidate has a bachelor's degree, 5-7 years of experience, and strong analytical skills. This position offers a hybrid work environment and a strong emphasis on teamwork and client service.

Qualifications

• 5-7+ years professional experience.
• CFP or desire to obtain within 18 months.
• Track record of establishing and maintaining successful interpersonal relationships.
• 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.

Responsibilities

• Address current client needs and deliver greater value.
• Bring in new relationships from personal and social networks.
• Work with team members on strategic initiatives.
• Analyze and prepare solutions across retirement, cash flow, investments, estate and tax planning.
• Develop and maintain strong client relationships.
• Onboard new relationships from networks and referrals; service marketing-generated leads.

Skills

Problem-solving skills

Highly analytical

Interpersonal relationships

Education

Bachelor's degree

CFP or pursuing within 18 months

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Overview

Position: Lead Financial Advisor

We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path.

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

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.
  • Support 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