Lead Financial Advisor - Columbus, OH

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      "city": "Columbus",
      "state": "Ohio"
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    "location": {
      "city": "Columbus",
      "state": "Ohio",
      "postalCode": "43215",
      "addressCountry": "United States"
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    "datePosted": "2024-10-29",
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    "description": "<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px;\">Position: Lead Financial Advisor </span></span></p>\n<p>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.</p>\n<p> </p>\n<p>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.</p>\n<p> </p>\n<p>If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.</p>\n<p> </p>\n<p>This position is based in Columbus, OH. We have multiple offices and are looking to grow.</p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px;\">Is this position right for you?</span></span></p>\n<ul>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">Do you like</span>\n<ul>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">solving puzzles; thinking creatively </span></li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">math </span></li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">working in a team environment </span></li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">communicating while thinking on your feet</span></li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">self-improvement: getting better everyday </span></li>\n</ul>\n</li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">Are you a naturally curious person?</span></li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">Are you a competitive person? </span></li>\n<li><span style=\"font-size: 18px;\"> </span><span style=\"font-size: 18px;\">Do you enjoy deep personal relationships / care about others?</span></li>\n</ul>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px;\">Essential Duties and Responsibilities </span></span></p>\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>Current Client Relationships\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.</li>\n<li><span style=\"font-size: 13px;\"> </span>Develop and communicate financial plans and recommendations to clients</li>\n<li><span style=\"font-size: 13px;\"> </span>Supporting senior advisors with “Advanced” level clients.</li>\n<li><span style=\"font-size: 13px;\"> </span>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.</li>\n<li><span style=\"font-size: 13px;\"> </span>Develop and maintain great relationships with our clients</li>\n</ul>\n</li>\n<li><span style=\"font-size: 13px;\"> </span>New Client Relationships\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.</li>\n<li><span style=\"font-size: 13px;\"> </span>You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.</li>\n<li><span style=\"font-size: 13px;\"> </span>The main way you will generate new relationships is by serving our clients, creating <em>Raving Fans</em> and asking for introductions.</li>\n</ul>\n</li>\n<li><span style=\"font-size: 13px;\"> </span>Education\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>You will be expected to pursue Financial Education or continuing education for CFP® and other applicable designations. We financially support work-related education expenses.</li>\n</ul>\n</li>\n<li><span style=\"font-size: 13px;\"> </span>Team Member\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.</li>\n<li><span style=\"font-size: 13px;\"> </span>Actively participate in industry/community organizations.</li>\n<li><span style=\"font-size: 13px;\"> </span>Promote our culture of optimism and happiness for both employees and clients.</li>\n</ul>\n</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px;\">Education, Experience and Technical Qualifications</span></span></p>\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>Bachelor’s degree minimum</li>\n<li><span style=\"font-size: 13px;\"> </span>5-7+ years professional experience</li>\n<li><span style=\"font-size: 13px;\"> </span>Problem-solving skills</li>\n<li><span style=\"font-size: 13px;\"> </span>Highly analytical and proficient in Microsoft Excel, Word and Outlook</li>\n<li><span style=\"font-size: 13px;\"> </span>Track record of establishing and maintaining successful interpersonal relationships</li>\n<li><span style=\"font-size: 13px;\"> </span>CFP® or desire to obtain within 18 months</li>\n</ul>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px;\">About Antolino &amp; Associates</span></span></p>\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>We have an A-Player culture at Antolino &amp; 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.</li>\n<li><span style=\"font-size: 13px;\"> </span>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.</li>\n<li><span style=\"font-size: 13px;\"> </span>Core Values\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>Champions\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem</li>\n</ul>\n</li>\n<li><span style=\"font-size: 13px;\"> </span>Puzzle Solvers</li>\n<li><span style=\"font-size: 13px;\"> </span>Happy, Healthy, Team</li>\n</ul>\n</li>\n</ul>\n<p><span style=\"font-weight: bold;\"><span style=\"font-size: 18px;\">Application Process</span></span></p>\n<ul>\n<li><span style=\"font-size: 13px;\"> </span>If it sounds like you might fit in with our culture, we look forward to hearing from you!<span style=\"font-size: 18px;\"> Apply direction on our careers page: </span><a rel=\"noopener noreferrer\" href=\"https://www.antolino.com/careers\"><span style=\"font-size: 18px;\">https://www.antolino.com/careers</span></a><span style=\"font-size: 18px;\">.</span></li>\n</ul>",
    "compensation": "$100k + Bonus depending on experience",
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