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Wealth Management Consultant
2 months ago
Pinnacle Financial Partners is on the lookout for a committed Financial Consultant to enhance our team. The successful candidate will be responsible for delivering outstanding service to our clientele, providing insightful financial guidance, and overseeing investment portfolios. If you possess a strong enthusiasm for finance and client relations, we encourage you to explore this opportunity.
- Provide exceptional service to clients and prospects through direct interactions and communication.
- Balance new client acquisition, sales initiatives, investment oversight, and regulatory compliance.
- Meet production objectives to support the overall revenue targets of the organization.
- Assess client financial requirements, suggest appropriate investment solutions, and help clarify investment goals.
- Build a robust client pipeline through diverse networking avenues.
- Work collaboratively with internal teams to uncover investment prospects for clients.
- Oversee client accounts and offer ongoing portfolio insights.
- Acquire necessary industry certifications and complete mandated training.
- Ensure all client financial needs are addressed by providing referrals to specialized areas as required.
- Collaborate with colleagues to consistently deliver outstanding service.
- A minimum of 10 years of experience in the financial services sector, ideally in Asset Management, is essential.
- Proficiency in Microsoft Office and a proven track record in sales are required.
- Necessary licenses include Series 7, Series 63/65, or Series 66.
- Strong skills in sales, negotiation, problem-solving, and interpersonal communication are vital.
- Excellent verbal and written communication abilities are a must.
- Ability to work independently and effectively prioritize tasks is required.
- Exceptional client service skills and the capacity to engage tactfully with clients and colleagues are essential.
- Position Status: Exempt.
Pinnacle Financial Partners is an Equal Opportunity and Affirmative Action Employer, committed to creating a culture of inclusivity that values diversity within the workforce. Join us in our mission to serve our varied communities and make a positive impact.
