Financial Planner

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

View more

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

Find Us
Telephone
4192952643
Location
5372 Jennifer lane
Suite 100
Wadsworth
OH
44281
United States

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