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Wealth Manager

Employer
Pinnacle Wealth Planning Services, Inc.
Location
Columbus, Ohio (Worthington area) or downtown Mansfield, Ohio
Salary
$50,000 - $75,000 base plus incentive compensation opportunities
Closing date
Dec 6, 2023

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

Join the Pinnacle Team as a Wealth Manager.  In this exciting career track, you will work with and learn from some of the most experienced, comprehensive planners in Ohio!   As one of our Certified Financial Planners™ (CFPs®), you will help families build a better financial life through truly comprehensive planning.   If not already familiar, you will learn preeminent software and online programs for client management, reporting, financial planning and investment management.  You will acquire and service your own Wealth Management clients, work with Pinnacle’s VPs to discover your true passion, help prepare for and attend Senior Wealth Manager client meetings/prospect meetings, create financial plans with recommendations, participate in Wealth Management and Investment Committees.  If you want to work with and 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.

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