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Financial Planner

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

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


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
5372 Jennifer lane
Suite 100
United States
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