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Financial Planner

Employer
Pinnacle Wealth Planning Services
Location
Cleveland or Columbus, Ohio
Salary
$60,000 to $85,000
Closing date
Feb 7, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

Job Details

Major Responsibilities:

  • • Oversee the Financial Planning & Wealth Management Departments
  • • Oversee Pinnacle’s five Wealth Management Programs (Insight, Compass, Lifetime, Enhanced & Comprehensive)
  • • Manage Financial Planning/Wealth Management employees 
  • • Review, adjust and/or create FP and WM processes and continually explore/implement efficiencies. 
  • • Input Financial Plan data, as needed
  • • Prepare and deliver Financial Plans, as assigned
  • • Prepare and review recommendations for all Financial Plans 
  • • Maintain recommendation database
  • • Support data gathering, as needed
  • • Work with Planners to develop initial Financial Plan
  • • Keep Financial Plans up-to-date as requested by Advisor 1
  • • Explore value add services/enhancements
  • • Keep up-to-date with software 
  • • Oversee Wealth Management agendas and annual/semi-annual/quarterly/tri-annual reviews
  • • Provide annual Wealth Management revenue projections 
  • • Provide quarterly Wealth Management revenue updates vs. projections with a written explanation of any discrepancies under budget by more than 5%.   
  • • Service 50-75 investment clients as their Investment Advisor
  • • Continual study of current activities in the Financial Plan industry
  • • Continual study on all areas in the Financial Plan
  • • Perform other management duties as assigned by the supervisor or as necessary.

Company

Pinnacle is a fee-only Financial Planning Company located in Ohio and Florida. We serve over 600 clients in 22 states. We are always looking for talented CFP's.

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