Lead Financial Advisor - Southern Ohio
Antolinoassociates
About this role
A Lead Financial Advisor at Antolino & Associates provides personalized financial planning, investment structuring, and client relationship management. The role involves developing strategies for existing and new clients, collaborating with a team, and supporting high net worth clients, with opportunities for career growth.
Skills
About Antolinoassociates
antolino.comAntolino & Associates, Inc. is a wealth management firm that provides complete wealth planning and investment management services to individuals, families, business owners, and associations. They deliver personalized financial planning, portfolio construction, and ongoing investment oversight to help clients pursue retirement, legacy, and business-succession goals. The firm focuses on coordinated, tax-aware strategies and ongoing advice to preserve and grow client assets across investments, retirement, estate, and business needs.
About Antolinoassociates
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Antolinoassociates.
Salary
$107k – $144k
per year
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