FINANCIAL DESIGN ANALYST
Garlikov & Associates, Inc. seeks a Financial Design Analyst to join our world-class team! Accelerate your career with an exciting opportunity in our nationally recognized insurance advisory firm. For over 29 years we have developed innovative and strategic financial solutions for highly successful businesses, entrepreneurs, families, and individuals. Our expertise enables us to make informed decisions based on the appropriate criteria for client specific situations.
Major Responsibilities:
- Analyze client requirements
- Develop financial models
- Provide financial information for marketing proposals
- Communicate complex financial concepts
- Keep abreast of tax and legal changes
- Evaluate new product offerings
- Attend client meetings
Required Qualifications:
- Certified Public Accountant (Legal a +)
- Master degree and/or CHFC Designation a +
- Minimum 10–15 years of progressive financial services experience
- Experience in trust, tax, insurance, and estate matters
- Interaction with high net worth clients
- Solid computer skills
- Excellent written and oral communications skills
- Ohio Life & Health Insurance License / NASD Series 6
We offer an exceptional work environment and outstanding compensation package including health insurance and a deferred compensation plan. Opportunity for advancement. If you have a strong entrepreneurial spirit and seek to contribute to an innovative solutions TEAM, e-mail your resume and salary history to hr@garlikovcompanies.com or fax to 614.221.0600.
