Pinnacle is partnering with a growing US wealth management firm to hire two ambitious Financial Adviser/Relationship Managers. Please note this position is 5 days per week on-site in Orlando, FL.
There is a healthy compensation package made up of base salary, variable compensation and a retention bonus.
This is an excellent opportunity for someone with a few years experience to work with inbound and referred prospective clients, understand their financial needs and connect them with appropriate investment and wealth management solutions.
The position provides an established flow of prospective clients while giving you the opportunity to develop your own book of business over time.
What you'll be doing:
Handling inbound enquiries and prospective client leads
Building relationships with prospective and existing clients
Understanding client objectives, financial circumstances and investment needs
Providing suitable investment product and service recommendations
Completing client profiling and KYC requirements
Supporting clients through account opening and onboarding
Acting as an interim Financial Adviser and servicing client relationships
Partnering with investment and wealth management specialists to deliver broader solutions
Conducting client reviews and presentations
Developing and managing a growing book of business
Maintaining accurate records of client interactions and opportunities within the firm's CRM
Balancing client follow-up, referrals, prospect development and compliance requirements
What We're Looking For:
3+ years of experience within financial services, investments or a target-driven sales environment
Series 65 licensed
Bachelor's degree preferred, although relevant industry experience will also be considered
