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.
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