The Role
Provides investment advice, builds and manages client portfolios, develops new business, evaluates financial needs and risk tolerance, recommends suitable investment products, executes transactions, maintains accounts, monitors portfolio performance, and delivers client service while meeting sales, production, compliance, and licensing requirements.
Summary Generated by Built In
Job Summary & Responsibilities
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.Preferred Qualifications
Minimum Experience: Minimum of 10 years' experience in financial services industry, preferably in Asset Management. Proven sales experience.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of Asset Management products, policies, and procedures. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Effective sales, negotiation, problem-solving, and interpersonal skills. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require FINRA licensing/certifications.
Job Summary:
A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance.
Job Duties and Responsibilities:
A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance.
Job Duties and Responsibilities:
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Balance new client development, sales activities, investment management, client service and compliance with a personal and professional attitude. Meet production targets that impact overall firm revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Recommend investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seek expertise of internal resources to identify investment opportunities and solutions for clients. Open, transfer, and close client accounts and maintain appropriate account records. Monitor the client's portfolio and make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, taking newly offered investments into consideration. Obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions. Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Explain the organization, participant, and function of various securities markets and the principal factors that affect them. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: High School Diploma or Equivalent -- College degree is preferred.
Minimum Experience: Minimum of 10 years' experience in financial services industry, preferably in Asset Management. Proven sales experience.
Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of Asset Management products, policies, and procedures. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Effective sales, negotiation, problem-solving, and interpersonal skills. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require FINRA licensing/certifications.
Skills Required
- High school diploma or equivalent
- College degree
- Minimum 10 years of experience in the financial services industry, preferably asset management
- Proven sales experience
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, or related software
- Knowledge of asset management products, policies, and procedures
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Sales, negotiation, problem-solving, and interpersonal skills
- Excellent client service skills
- Ability to work independently and prioritize daily tasks
- FINRA licensing or certifications
Synovus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Synovus and has not been reviewed or approved by Synovus.
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Parental & Family Support — Fully paid 12‑week parental and adoption leave is highlighted for eligible mothers and fathers, indicating strong support for family needs. This policy is repeatedly positioned as a standout element of the package.
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Leave & Time Off Breadth — PTO is available from the first day of service and scales with tenure, pointing to accessible and growing time‑off availability. Company materials indicate companywide PTO policies rather than ad‑hoc discretion.
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Equity Value & Accessibility — An employee stock purchase plan includes a 15% company match on contributions (up to a 7% cap by service), providing accessible equity participation beyond base pay. This feature is presented as a notable value‑add in the package.
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The Company
What We Do
Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there
