Senior Financial Advisor — Build Elite Client Relationships

Antolino & Associates; Columbus (OH); Hybrid; 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

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