Finance advisor jobs in Columbus, OH

Equity ECS is a full service commercial real estate firm. Our comprehensive platform includes development, construction, brokerage, and property management services that are tailored to provide solutions to each client's needs. As Investor Relations Associate, responsible for the investor lifecycle and experience. Keep current investors informed of investment performance while assisting in the solicitation of additional investments, along with new investors. In this role, you will represent Equity and will do so with a high degree of confidentiality, professionalism, and customer service. Responsibilities/Execution: Proactively connect with and form relationships with investors through various means including, but not limited to cold calling, industry groups and associations, social media, in-person networking, email, and promotional marketing. Set individual meetings for the Director of Capital Markets with 3-5 new investors each week Maintain investor relations lifecycle core processes and ensure they are followed by all. Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM. Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls. Deliver investor reports in alignment with the asset operating agreement. Create and communicate Fund level reports, as needed Assist with the distribution process. Communicate distribution information to investors. Assist with onboarding acquisitions and development assets related to investor documentation and capital calls. Coordinate and maintain investor documentation. Lead documentation management with assistance from internal team. Assist with lender requirements of investor documentation. Assist with annual distribution of K-1s to investors. Education & Certifications Bachelor's Degree in accounting, finance or real Estate 2+ years of real estate investment, asset management or financing Proven ability to perform financial analysis Proficient with Microsoft Office Suites, skilled level using Excel YARDI and SharePoint experience, preferred What's In It For YOU: The confidence that comes in working for a well-established, privately held national company. A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession. A full benefits package with costs that don't break the bank. Paid Time Off in addition to 8 paid Company holidays. …And a lot more that we are excited to share with you Equity | ECS is an EQUAL OPPORTUNITY EMPLOYER

About the Role: They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus; Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team! Role: Solutions Center Representative - Life Insurance Pay Rate: $19 per hour, paid weekly Assignment: Hybrid (Monday/Thursday-Friday - Remote, Tues-Wednesday Schedule: Monday - Friday, Flexible hours b/w 8:00a-8:00p EST, 38.75 hours/week Target Start Date: 01/05/2025, upon completion of new hire onboarding Training is a total of 5 weeks, hybrid (2 days in office (Tuesday/Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST. No time-off allowed from 12/1-1/8 Position Summary: As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll understand high-level product/plan requirements in order to best handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships. Key Responsibilities: Handle inbound calls from members, partners and financial professionals Interpret policy changes and provide expert guidance Maintain records and use insights to enhance customer relationships Ensure compliance with industry regulations and company policies Educate customers on financial implications, penalties, and plan benefits Strive for first-call resolution and collaborate with internal teams on escalated cases when needed Participate in career development and goal-setting sessions Qualifications: Education: Recent degree in finance, business, insurance, economics, or communications preferred Experience: 1+ year in customer service or sales Skills: Knowledge of various insurance products and the sales process Solid understanding of legal implications of certain product features in different states Strong communication and problem-solving abilities Computer proficiency Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.

Why Choose Us Atrebel Financial, were not just another advisory firm were a movement to rebuild finance from the inside out. We believe that capitalism and conscience can coexist. As a Certified B Corporation, were proving that you can grow a thriving, profitable business while improving lives, empowering communities, and sharing success with the people who help build it. Were also on the cutting edge of technology: early adopters of AI, pioneers in delivering crypto investment advice, multi-custodian management, and developers of our own fintech solutions. Our team experiments with tools like VR/AR, automation, and data analytics to deliver an experience thats as modern as it is personal. Were also educators and advocates. From Freemium, our free service model for underserved communities, to our ESG, Halal, and impact portfolios, to Gold rebel, our comprehensive Financial Planning + Wealth Management service offering, we bring purpose to every portfolio and accessibility to every client relationship. Most importantly, were building a company with a true path to ownership one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. That means your contribution can translate into long-term equity, profit sharing, and leadership opportunities. If youre an experienced advisor who wants to do meaningful work, leverage cutting-edge technology, and grow with a firm thats redefining wealth management this is your next chapter. Position Overview TheLead Financial Advisor is a senior, client-facing role for an experienced CFP professional with 10+ years in financial planning and relationship management. Youll help drive our advisory growth strategy serving as both a trusted advisor to clients and a mentor to junior advisors and financial coaches. Youll also contribute to business development, operational improvement, and firm leadership initiatives. This position is ideal for someone who thrives at the intersection of strategy, service, and sales who loves helping people, improving processes, and building something lasting. Key Responsibilities Manage a book of high-net-worth and mass-affluent client relationships, delivering comprehensive, fiduciary financial advice. Oversee and mentor junior advisors, support advisors, and financial coaches. Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy. Collaborate with operations to enhance workflows and improve the client experience. Lead or participate in business development initiatives, including networking, client acquisition, and referral cultivation. Contribute to firmwide process improvement, innovation, and technology adoption. Model leadership in client service, compliance, and company culture. Support and occasionally present at educational events, webinars, or client workshops. What Were Looking For Education: Bachelors degree required (Finance, Business, or related field preferred). Certification: CFP designation required. Experience: 10+ years of comprehensive financial planning and client-relationship experience. Skills: Proven success in sales, networking, and business development. Excellent communication and presentation skills. Strong analytical and problem-solving abilities. Collaborative leadership style with mentoring experience. Comfort using modern financial technology and CRM platforms (Advyzon, eMoney, HubSpot, etc.). Commitment to fiduciary principles and client-first values. Compensation & Benefits Base Salary: $85,000 $150,000, depending on experience, client base, and leadership capacity. Advisors on the higher end of the range typically bring strong business-development experience, an existing client base, and/or proven leadership results. Additional Compensation: Performance Compensation: $10,000 $60,000+, tied to individual production, client growth, and firm contribution. Company Bonus: $5,000 $25,000+, based on firm performance and profitability. Enhanced Compensation: Advisors bringing an existing book of clients are eligible for additional transition bonuses and phantom-stock participation, leading to future equity opportunities. Benefits Include: 401(k) with company match Health, dental, and vision insurance Student loan repayment matching (up to $200/month) 529 savings matching (up to $200/month) Paid time off and sick leave Professional development reimbursement for continuing education and credentials Paid attendance at industry conferences and seminars Company-provided NAPFA membership for advisors Complimentary financial, estate, and tax-planning services Apparel and lifestyle program with premium company-branded attire Access to company Teslas for tenured employees (first-come, merit-based) Profit sharing and long-term equity potential Please check out our benefits on our Careers Site. Join Our Team! If youre a seasoned advisor ready to join a firm that values innovation, transparency, and purpose as much as performance, wed love to meet you. At rebel Financial, youll find more than a job youll find a platform to grow, lead, and own part of what you help create.

Title: Staff Financial Advisor Status: Full-time salaried Reports to: Director of Operations of Client Service Team The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career path position; therefore, responsibility and client interaction will increase with experience. Duties and Responsibilities The Staff Financial Advisor position will focus in the following areas: Client Service Coordinate with team members to provide consistent, effective client support and service Ensure timely follow up to client requests and act as point of contact when lead advisor is unavailable Prepare financial statements and portfolio performance reports Input tax and payroll data for income tax projections Input data for cash flow and long-term retirement projections Review and summarize estate documents, insurance policies, and employee benefits Strive to increase personal and professional development Continuing education and professional designations (e.g. CFP ) Active participation in one or more professional organizations Volunteer in community, professional, and/or charitable organizations Support the long-term strategic plan and vision of the firm Adheres to firm's Core Values, Ground Rules, and Mission Statement Utilize skillset on one of our firm's committees Act as a mentor to Paraplanners and Interns Be viewed as a team player by associates Treat all associates with a high level of respect Qualifications The Staff Financial Advisor position typically requires the following qualifications: Bachelor's Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field) At least 1 year experience in the Financial Services Industry CFP Professional preferred, but not required Proficiency with Microsoft Office Word, Excel, and Outlook required Experience with eMoney or another financial planning software system is preferred, but not required Experience with Orion or another portfolio management software system is preferred, but not required Experience with Salesforce or another customer relationship management system preferred, but not required Problem-solving ability, thoroughness, cautiousness, attention to detail Strong written and verbal communication skills Team player, professional, respectful in interactions with associates and clients Takes initiative to research and resolve issues Strict confidentiality of clients' information is a must Demonstrated competency in financial planning, financial analysis, and investment research and strategies Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs Salary and Benefits Pay/benefits are competitive based on industry standards. Salary rate based on experience Bonus participation after one year with Summit Benefits include health insurance, 401(k) plan, gym membership subsidy Financial support for professional accreditation/continuing education requirements and other education/training opportunities About Summit Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.7 billion in client assets. While some RIA firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we're always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing, and encourage our clients and associates to suggest ways to improve our service delivery and operations-and make our firm an even better place to work. Our office is located at Easton Town Center, the premier shopping and entertainment district in central Ohio. We can help move your career from Now to Next. Summit Financial Strategies, Inc. is an Equal Opportunity Employer *****************

Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements We require: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $150,000 base per yr plus incentives

Financial Advisor - Columbus, OH Empower Lives. Build Your Future. Thrive in Columbus, OH Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in Columbus, OH Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $75,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

FINANCIAL ADVISOR / PERSONAL WEALTH MANAGER This is an exclusive executive position with a highly regarded Financial management firm that only hires successful, motivated, and entrepreneurial professionals to represent their company. In return, this firm offers a lucrative compensation along with a comprehensive benefits package that is among the best in the industry. Our Client Our client is an award-winning firm, with a very solid and recognizable name and reputation. You will be able to provide an end-to-end platform of financial services - everything from financial planning, brokerage services, estate planning, and investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation's leading providers of defined benefit and defined contribution plans. And here's something even more unique about this company. You will also have access to a wide range of products to offer your clients. opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client's financial needs. 5-10 years experience is required in this industry They do ask, however, that you are someone who is comfortable in a "sales" role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals. Details About Their Compensation If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable base compensation in addition to any commissions and bonuses you may earn along the way. Benefits You will become eligible for benefits. The benefits this company offers are extensive. They include a 401(k), medical, dental and vision plans,. A Profile on Professionals This Firm Seeks - Those with or without a current Series LH, 6, or 7 license - Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited. - 5 years of executive experience. Take this opportunity to turn your strong leadership abilities and effective management skills into a rewarding business www.lifetimerecruiting.com or apply via email to recruiterchic@gmail.com Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Job DescriptionDescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Key Responsibilities Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs. Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals. Build and maintain strong client relationships, fostering trust and long-term partnerships. Acquire and manage a book of business, expanding the firm's client base. Conduct thorough financial analyses and market research to identify investment opportunities. Ensure compliance with all regulatory requirements and ethical standards. Participate in business development activities, including networking and client acquisition. Stay up-to-date on industry trends, regulations, and product offerings. Skills, Knowledge and Expertise Experience as a Financial Advisor. Active Series 65 or 66 license required. Active Health and Life Insurance licenses required. Established book of business required. Strong understanding of financial planning principles, investment strategies, and insurance products. Excellent communication, interpersonal, and presentation skills. Proven ability to build and maintain client relationships. Self-motivated, results-oriented, and able to work independently. Bachelor's degree in finance, economics, or a related field preferred. Proficient with financial planning software and CRM systems. BenefitsHealth Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Minimum of 2 years of experience working as a Wealth Financial Advisor. A proven and successful sales track record. Must have an active FINRA Series 7 licenses, AND a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently aligned to the central Ohio area, i.e. Columbus, OH/Franklin County, OH area. Estimated Travel May include up to 25% travel. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): No TravelRelocation Provided: NoThe Variable Annuity Life Insurance Company

Lead Financial Advisor You will be responsible for delivering value to existing and new clients from understanding each clients 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. 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. If you 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? Do you like solving puzzles; thinking creatively math working in a team environment communicating while thinking on your feet self-improvement: getting better everyday Are you a naturally curious person? Are you a competitive person? Do you enjoy deep personal relationships / care about others? Essential Duties and Responsibilities Current Client Relationships 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 Supporting senior advisors with Advanced level 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. Develop and maintain great relationships with our clients New Client Relationships The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service. You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals. The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions. Education You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses. 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 Bachelors degree minimum 5-7+ years professional experience Problem-solving skills Highly analytical and proficient in Microsoft Excel, Word and Outlook Track record of establishing and maintaining successful interpersonal relationships CFP or desire to obtain within 18 months 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 youre going to do 3. Finish what you start 4. Say please and thank you. Core Values Champions Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem Puzzle Solvers Happy, Healthy, Team Application Process If it sounds like you might fit in with our culture, we look forward to hearing from you! Apply direction on our careers page: *********************************

Job Title: Portfolio Management Group (PMG) Associate Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management. Roles and Responsibilities: Investment Implementation Portfolio Management: Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products. Review and trade client account portfolios, manage orders, and execute trades. Manage cash and security activity/drift in client accounts. Handle client account requests and maintenance. Align client accounts for Manager Model Trades. Knowledge and Oversight: Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. Perform account oversight for model drift and strategy deviation. Client and Internal Relationship Management: Manage internal client relationships with Solutions Product Teams and Investors. Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies. Essential Skills/Qualifications: Strong interest in and knowledge of financial markets and instruments. High attention to detail and consistently demonstrates good judgment in risk and controls. Ability to prioritize work independently and act with urgency to deliver accurate, timely results. Capable of multitasking and thriving in a fast-paced, growing environment. Demonstrates accountability and responsibility for actions and results. Strong interpersonal and teamwork skills. Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation. Ability to utilize JPM AI resources and applications effectively. Previous experience in alternatives, trading, or managed discretionary accounts implementation/management. Requirements: Bachelor's degree. 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience. This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.

JobID: 210680025 JobSchedule: Full time JobShift: : JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Tempe, AZ Westerville, OH About Our Track Line of Business: Consumer & Community Banking (CCB) Track: Financial Advisor Development Program Track (FADP) The mission of the Financial Advisor Development Program Track (FADP) Program is to cultivate an inclusive community of Investment Professionals who are committed to the highest standards of excellence in client service. As a Fellow you will have the opportunity to enhance your investment, business knowledge, and professional skills. Our curriculum will provide a deep understanding of Service & Administration and National Branch, with exposure to other areas of J.P. Morgan Wealth Management. You will have access to professional and leadership training, along with networking opportunities, a developmental coach, and a financial advisor mentor. In this program track, you will: * Explore the Financial Advisor Role: Gain a comprehensive understanding of the responsibilities and impact of a Financial Advisor, focusing on client relationship management and strategic financial planning. * Enhance Investment Knowledge: Deepen your expertise in investment strategies and market analysis, equipping you with the skills needed to provide informed advice. * Service & Administration Mastery: Develop an understanding of service operations and administrative functions essential to supporting client needs effectively. * Engage with National Branch: Learn about our remote advice channel, which delivers comprehensive financial planning and advice through video meetings, expanding your ability to connect with clients virtually. This track is designed to expose you to a career as a Financial Advisor, emphasizing professional growth and client-focused excellence. Recommended Course and/or Projects: * Extracurricular engagement with investment or finance clubs * Demonstrated interest in pursuing financial planning credentials * Example projects: Client Proposal and Financial Presentation What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** This is a high impact role supporting the Manager, Financial Planning and Analysis of the newly combined Advanced Diabetes Supply Group (ADSG) & Edgepark Direct-to-patient medical supplies businesses within Cardinal Health's at-Home Solutions business unit: The ideal candidate should demonstrate proficiency in financial budgeting, forecasting, and variance analysis. This role provides an opportunity for a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity. ADSG & Edgepark's vision is to empower patients to have affordable medical products provided within the sanctity of their own home as they work through chronic medical conditions. This business is driven to support the greater goals of heath care by improving quality of care and facilitating a world class supply chain to enable growth. **_Responsibilities_** + Assist with the budgeting and forecast process including managing key dates and deliverables with operational leaders, maintaining and standardizing templates for the newly combined business + Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions + Collaborate with accounting and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to the business + Assist in preparing financial reports to be presented to operational leadership, translating complex data into clear, actionable insights + Contribute to the on-going integration of ADSG and Edgepark businesses, including learning and standardizing reporting methods within different domains + Develop Financial and Operational KPIs used to enhance reporting and measure profitability of the business + Opportunity to improve self-service reporting tools to reduce ad hoc reporting requests from operational and executive leadership **_Leadership & Communication_** + Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics + Growth mindset and change/transformation capabilities + Mentor junior analysts, providing guidance on budgeting, forecasting, and business partnering + Problem-solving mindset with an orientation to work through challenging goals **_Qualifications_** + BA or BS in Finance, Accounting, or related field is preferred, an Advanced Degree is a plus + Intermediate to advanced Microsoft Excel skills, preferred + Experience in Tableau and Alteryx is a plus + Experience working in or supporting healthcare companies is a plus + Previous experience in financial reporting, budgeting, forecasting, and long-term strategic planning + Strong business acumen with the ability to translate financial data into meaningful insights to operational and executive leadership **Anticipated salary range:** $90,600 - $129,400 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/17/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. We'll help you: * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications * Currently holds FINRA Securities Industry Essentials (SIE) * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills * Client Experience Branding * Client Solutions Advisory * Investment Management * Pipeline Management * Referral Management * Client Management * Customer and Client Focus * Portfolio Management * Prospecting * Referral Identification * Business Acumen * Executive Presence * Oral Communications * Risk Management Weekly Schedule: Monday thru Friday, with rotating Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40

Job DescriptionSalary: Title: Staff Financial Advisor Status: Full-time salaried Reports to: Director of Operations of Client Service Team The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career path position; therefore, responsibility and client interaction will increase with experience. Duties and Responsibilities The Staff Financial Advisor position will focus in the following areas: Client Service Coordinate with team members to provide consistent, effective client support and service Ensure timely follow up to client requests and act as point of contact when lead advisor is unavailable Prepare financial statements and portfolio performance reports Input tax and payroll data for income tax projections Input data for cash flow and long-term retirement projections Review and summarize estate documents, insurance policies, and employee benefits Strive to increase personal and professional development Continuing education and professional designations (e.g. CFP) Active participation in one or more professional organizations Volunteer in community, professional, and/or charitable organizations Support the long-term strategic plan and vision of the firm Adheres to firms Core Values, Ground Rules, and Mission Statement Utilize skillset on one of our firms committees Act as a mentor to Paraplanners and Interns Be viewed as a team player by associates Treat all associates with a high level of respect Qualifications The Staff Financial Advisor position typically requires the following qualifications: Bachelors Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field) At least 1 year experience in the Financial Services Industry CFP Professional preferred, but not required Proficiency with Microsoft Office Word, Excel, and Outlook required Experience with eMoney or another financial planning software system is preferred, but not required Experience with Orion or another portfolio management software system is preferred, but not required Experience with Salesforce or another customer relationship management system preferred, but not required Problem-solving ability, thoroughness, cautiousness, attention to detail Strong written and verbal communication skills Team player, professional, respectful in interactions with associates and clients Takes initiative to research and resolve issues Strict confidentiality of clients information is a must Demonstrated competency in financial planning, financial analysis, and investment research and strategies Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs Salary and Benefits Pay/benefits are competitive based on industry standards. Salary rate based on experience Bonus participation after one year with Summit Benefits include health insurance, 401(k) plan, gym membership subsidy Financial support for professional accreditation/continuing education requirements and other education/training opportunities About Summit Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.7 billion in client assets. While some RIA firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, were always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing, and encourage our clients and associates to suggest ways to improve our service delivery and operationsand make our firm an even better place to work. Our office is located at Easton Town Center, the premier shopping and entertainment district in central Ohio. We can help move your career from Now to Next. Summit Financial Strategies, Inc. is an Equal Opportunity Employer *****************

Financial Advisor - Columbus, OH Empower Lives. Build Your Future. Thrive in Columbus, OH Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in Columbus, OH Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $75,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

Lead 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 cash flow planning. 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. If you 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? Do you like solving puzzles; thinking creatively math working in a team environment communicating while thinking on your feet self-improvement: getting better everyday Are you a naturally curious person? Are you a competitive person? Do you enjoy deep personal relationships / care about others? Essential Duties and Responsibilities Current Client Relationships 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 Supporting senior advisors with “Advanced” level 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. Develop and maintain great relationships with our clients New Client Relationships The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service. You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals. The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions. Education You will be expected to pursue Financial Education or continuing education for CFP and other applicable designations. We financially support work-related education expenses. 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 5-7+ years professional experience Problem-solving skills Highly analytical and proficient in Microsoft Excel, Word and Outlook Track record of establishing and maintaining successful interpersonal relationships CFP or desire to obtain within 18 months 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 Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem Puzzle Solvers Happy, Healthy, Team Application Process If it sounds like you might fit in with our culture, we look forward to hearing from you! Apply direction on our careers page: *********************************

What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. Job Summary Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment Responsibilities Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary Employs a process improvement mindset to deliver efficiencies across work areas Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. Qualifications 5+ years' experience in a finance function preferred 2+ years in FP&A roles preferred, preferably in a large complex organization preferred Bachelor's degree preferred, MBA strongly preferred Healthcare industry experience preferred Highly proficient in Microsoft Excel and PowerPoint preferred Anticipated salary range: $80,900 - $115,500 Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health savings account (HSA) 401k savings plan Access to wages before pay day with my FlexPay Flexible spending accounts (FSAs) Short- and long-term disability coverage Work-Life resources Paid parental leave Healthy lifestyle programs Application window anticipated to close: 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law. To read and review this privacy notice click here

Columbus, Ohio;Columbus, Ohio; Middletown, Ohio; Powell, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **_Schedule - Monday thru Friday, with rotating Saturdays_** **Required Qualifications** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for **Desired Qualifications** + Bilingual Proficiency - Spanish/English + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines + Risk Management + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.