Associate Wealth Manager
- Employer
- Pinnacle Wealth Planning Services, Inc.
- Location
- Columbus, Ohio (Worthington area) or downtown Mansfield, Ohio
- Salary
- $35,000 - $60,000
- Closing date
- Oct 15, 2023
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- Job Role
- Financial Planning Support
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
Job Details
Join the Pinnacle Team as an Associate Wealth Manager. In this exciting career track, you will train in all areas of the Wealth Management process with some of the most experienced, comprehensive planners in Ohio! You will work towards becoming a Certified Financial Planner™(CFP®) so that you can help families build a better financial life. You will train and learn predominant software and online programs for client management, reporting, financial planning and investment management. You will assist Pinnacle’s VPs and professional staff as needed, help prepare for and attend client meetings, attend prospect meetings, input financial plan data, participate in Wealth Management and Investment Committees. If you want to learn from the best how to help families build a better financial life, then Pinnacle is the team for you!
Company
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. Pinnacle has 23 dedicated team members in six office locations: Mansfield, Medina, Mentor & Columbus, Ohio and Sarasota and Tierra Verde, Florida. Pinnacle's experienced wealth management teams advise on over $1.7 Billion in client assets with an average of $2 Million per client family relationship. Pinnacle's wealth management programs are designed to serve many different types of clients from those just starting to grow their assets to those only needing retirement projection assistance! Pinnacle proudly serves over 900 client families in 34 states and Puerto Rico.
- Website
- http://www.pinnacleadvisors.com/
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