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Position: Financial Advisor
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 income planning.
We have a team approach, and you will collaborate with both advisors and support staff. Our relationships typically have an advisor and a financial planner. 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 to service ultra-high net worth “Advanced” clients who require more than 1 advisor. If you have existing client relationships you could bring with you, that is a plus.
If you are well connected and have an entrepreneurial spirit, the advisor role has a high growth potential over time.
This position is based in Columbus, OH. We have multiple offices and are looking to grow.
Is this position right for you?
Essential Duties and Responsibilities
Education, Experience and Technical Qualifications
About Antolino & Associates
Application Process
If it sounds like you might fit in with our culture, we look forward to hearing from you! Applicants please apply directly on our website: https://antolinoassociates.bamboohr.com/careers.
Full Time
$48k-63k (estimate)
11/17/2023
05/19/2024
andolinoassociates.com
West Palm Beach, FL
<25
The job skills required for Financial Advisor include Client Relationship, Problem Solving, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.