Pinnacle Advisory Group, Inc. is one of the leading wealth management firms in the Mid-Atlantic region. We manage over $2 billion in assets. At Pinnacle, you’ll work with a proud team of experts who are passionate, dedicated and highly talented.
Pinnacle Advisory Group is seeking to hire a Wealth Manager to work with new and established clients on the financial planning process influenced by one of the industry’s icons, Director of Wealth Management, Michael Kitces. The ideal candidate will be self-assured, comfortable planning for and advising clients directly and have an ability to contribute to the overall goals and objectives of Pinnacle. The position will be based in Columbia, Maryland.
Building rapport and establishing relationships with clients quickly
Effectively communicate portfolio management decisions and related performance information from our internal investment team to our clients
Working with clients to deliver exceptional financial planning
Helping to expand our client base and provide energetic participation in business development activities.
Participate on internal committees
Involvement in industry associations
Comfortable establishing new client relationships
Propensity to learn quickly
• Bachelor degree in Finance, Business or related field • CFP® or CPA required; other advanced designations preferred • 5+ years of experience in creating financial plans and communicating them directly to clients • An established track record of business development • Initiative and a strong determination to succeed • Adaptability to change and demonstrated success working in a dynamic organization • Ability to collaborate and perform exceptionally well in a team environment • Superior communication and presentation skills • Aptitude to use financial planning, CRM and portfolio management software
Additional Salary Information: Generous benefits, including health insurance, 401(k) matching contributions, life insurance, long term disability, vacation and professional development support.
Pinnacle Advisory Group Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
About Pinnacle Advisory Group
Pinnacle Advisory Group is one of the leading wealth management firms in the Mid-Atlantic region. We manage over
$2 billion in assets for our clients regionally and around the world. Our team has a single mission: To help our clients live the lives they’ve worked so hard to enjoy. We are proud to offer our employees competitive compensation and a generous benefits package including health insurance, 401(k), generous paid leave and professional development support. At Pinnacle, you’ll work with a proud team of experts who are passionate, dedicated and highly talented.Join an exceptional team. Do exceptional work.