FINANCIAL DESIGN ANALYST
GARLIKOV & ASSOCIATES, INC. seeks a Financial Design Analyst to join our world-class team. This is an exciting opportunity to join our nationally recognized insurance advisory firm which has been a leading member of M Financial Group since 1982. For over 30 years we have developed innovative and strategic financial solutions for highly successful closely-held and publicly traded businesses, entrepreneurs, multi-generational families, and individuals. Our knowledge and experience enable us to provide expert solutions for clients and their other advisers based on the specifics of each unique situation.
Major Responsibilities:
- Analyze client situation
- Develop financial models
- Run comparative life insurance illustrations
- Communicate complex financial concepts
- Keep abreast of tax and legal changes
- Evaluate new product offerings
- Interact with high net worth clients and other advisers
- Attend client meetings
Required Qualifications:
- Minimum 10-15 years of progressive financial services experience
- Certified Public Accountant preferred
- Experience with high net worth clients
- Excellent written and oral communication skills
- Solid computer skills
- Ohio Life & Health Insurance License/FINRA Series 6
- Previous Competition Unit Experience a plus
- Some college level actuarial classes a plus
- Legal degree a plus
We offer an exceptional work environment and outstanding compensation package including health insurance and a deferred compensation plan. If you have a strong entrepreneurial spirit and seek to contribute to an innovative solutions TEAM, email your resume to hr@garlikovcompanies.com or fax to 614.221.0600.
