Financial Consultant

About the role

Pinnacle Bank seeks a Financial Consultant to join its team. The ideal candidate will demonstrate commitment to delivering distinctive service and will be responsible for building and managing investment portfolios at Pinnacle Asset Management.

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.
• Maintain and manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and helping them identify their investment objectives.
• Manage 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, enters orders, and follows up on completion of transactions.
• Complete required program training and assignments, obtain mandatory industry licenses within prescribed timeframes, mastering assessments and meet minimum performance and production standards.
• Explain the organization, participant, and function of various securities markets and the principal factors that affect them.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

Requirements

• High School Diploma or Equivalent – College degree is preferred.
• Minimum of 10 years’ experience in financial services industry preferably in Asset Management.
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Effective and proven sales experience.
• Series 7 and Series 63/65, or Series 66.
• Knowledge of Asset Management products, policies, and procedures.

Qualifications

• Effective sales, negotiation, problem-solving, and interpersonal skills.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to work independently and prioritize daily tasks.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.

Skills

• Financial Services Industry Experience
• Asset Management Expertise
• Client Relationship Management
• Investment Product Recommendations
• Portfolio Monitoring and Management
• Microsoft Office Proficiency
• Sales and Negotiation Skills
• Interpersonal and Communication Skills
• Organizational and Time Management Skills

Benefits

Pinnacle Bank offers competitive compensation and benefits including:

• Base Salary: $100,000 - 150,000 per year
• Comprehensive Health Insurance
• Retirement Plans
• Flexible Work Arrangements
• Professional Development Opportunities

Pay

$100,000 - 150,000 per year

Schedule

Full-time