The Role
Support Financial Advisors by developing comprehensive financial plans and client materials including portfolio allocation, tax and retirement projections, cash flow, estate and education planning, LTIP and cost-basis analyses. Communicate with clients, perform research on tax and market issues, prepare tax returns and filings, execute trades or serve as backup trader, and ensure documentation, compliance, and timely delivery of plans.
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: Three years job related experience in financial services. Regular office environment;
Required Knowledge, Skills & Abilities:
Job Summary:
Works closely with Financial Advisors to understand client objectives and goals and to develop financial plans and client presentations. Prepares all materials including portfolio allocation, tax and retirement projections, financial statements, long-term cash flows, review and interpretation of employee benefits, long-term incentive plan (LTIP) analyses, estate and education plan preparation, and survivor or insurance analyses.
Job Duties and Responsibilities:
Works closely with Financial Advisors to understand client objectives and goals and to develop financial plans and client presentations. Prepares all materials including portfolio allocation, tax and retirement projections, financial statements, long-term cash flows, review and interpretation of employee benefits, long-term incentive plan (LTIP) analyses, estate and education plan preparation, and survivor or insurance analyses.
Job Duties and Responsibilities:
- Works in a team environment in support of the financial planning process from discovery to plan delivery. Maintains communication with team members as needed to coordinate the process.
- Works closely with Financial Advisors to understand client objectives and goals.
- Prepares all materials for new financial plans or plan updates for client meetings including portfolio allocation, tax and retirement projections, financial statements, long-term cash flows, review and interpretation of employee benefits, stock options/long-term incentive plan (LTIP) analyses, estate and education plan preparation, and survivor insurance analyses.
- Performs research to determine cost basis of client assets, to review firm benefits and securities transactions.
- Performs research as needed to understand and analyze client circumstances in the context of federal and state tax law, financial markets, and the social security system.
- Communicates with clients to answer questions and to obtain information to complete financial analysis. Meets with clients as needed.
- Executes trades at the request of Financial Planners, or may serve as backup asset management trader, during financial planner's absence.
- Prepares federal and state current year tax returns, extensions, IRS responses, amended returns and cost basis calculations as requested.
- Ensures that all required information and documentation is obtained and filing deadlines are met.
- Adheres to firm policies and procedures and applicable laws and regulations.
- Assists less experienced team members as requested.
- Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
- Performs other related duties as required.
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: Bachelor's Degree in Finance, Economics, Business Administration or related discipline or an equivalent combination of education and experience.
Minimum Experience: Three years job related experience in financial services. Regular office environment;
Required Knowledge, Skills & Abilities:
- May sit for long periods of time;
- Talk and hear regularly;
- Up to 10 pounds weight lifting/force exertion required;
- Weight/force exertion required less than 25% of the time;
- Travel required less than 25% of the time
Skills Required
- Bachelor's degree in Finance, Economics, Business Administration or related (or equivalent experience)
- Minimum three years of job-related experience in financial services
- Experience preparing financial plans including portfolio allocation, retirement and tax projections, cash flow, estate and education planning, and LTIP analyses
- Ability to prepare federal and state tax returns, extensions, amended returns, IRS responses, and cost-basis calculations
- Ability to execute trades and serve as backup asset management trader
- Strong client communication and research skills; knowledge of federal/state tax law, Social Security, and financial markets
- Adherence to firm policies, procedures, laws, regulations, and risk reporting
- Ability to sit for long periods, talk and hear regularly, and lift up to 10 pounds
- Willingness to travel up to 25% of the time
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
