Financial Planner

Position: Financial Planner
You will be responsible for assisting the advisor team to serve our clients. You will schedule, prepare for, take notes during, and follow up after client meetings. In addition, you will aid in maintaining financial plans, portfolio allocation and the overall relationship over time. You will participate in our regular Pillar and Committee meetings to enhance and grow our business.
We have a team approach, and you will collaborate with both advisors and support staff. This role will start with 3-6 months of training with our "Planner Rotation", where you will learn the different aspects of servicing our clients. Our client relationships typically have an advisor and a Financial Planner. You will at times directly support the advisor and at other times work directly with clients.
If you have an entrepreneurial spirit, this role can shift into an advisor role over time, if desired.
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
math
working and talking with others
thinking creatively
self-improvement
Are you a curious person?
You enjoy deep personal relationships / Care about others?
Essential Duties and Responsibilities
Current Client Relationships:
Provide support to the advisor team by setting and preparing for regular client review meetings.
Help with miscellaneous client service needs that come up throughout the year.
Review and maintain updated ABC's of Cash Flow™, performance reports, and math models for clients.
Develop the analytical capacity to determine and help 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.
Cultivate great relationships with our clients
New Client Relationships
You will have the opportunity, not the obligation, to bring in new relationships who may benefit from our services.
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
3-5 years professional experience
Problem-solving skills, Enjoys Math
Microsoft Excel formula , Word and Outlook
Track record of establishing and maintaining successful interpersonal relationships
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
Puzzle Solvers
Happy, Healthy, Team
Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
Application Process
If it sounds like you might fit in with our culture, we look forward to hearing from you! Applicants please apply directly here: https://antolinoassociates.bamboohr.com/careers.