Financial Planner

Antolino and Associates • Columbus, OH

1d • Onsite

About The Position

Address current client needs, proactively uncover ways to deliver greater value to clientsand empower their confidence to make financial decisions.
Develop and communicate financial plans and recommendations to clients
Possess the analytical capacity to determine and recommend solutions in all financialplanning areas in preparation for client reviews, including retirement needs, cash flowplanning, investment strategies, estate/transfer solutions, tax strategies, insuranceplanning etc.
This position is based in Columbus, OH. We have multiple offices and are looking to grow.
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 afinancial planner assigned to them. You will be the planner of client relationships. You mayalso team up with other senior advisors as needed to service ultra-high net worth“Advanced” clients who require more than 1 advisor.
Promote our culture of optimism and happiness for both employees and clients. Be avaluable team member by helping fellow employees when asked, or otherwise improvingthe business through our committee system.

Requirements

• 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.
• Team player

Responsibilities

• 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
• 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.
• Collaborate with client advisor team, specialists and other support staff
• Team up with other senior advisors as needed to service ultra-high net worth “Advanced” clients who require more than 1 advisor
• Promote our culture of optimism and happiness for both employees and clients
• Be a valuable team member by helping fellow employees when asked, or otherwise improving the business through our committee system

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed