Pinnacle Bank
Overview
At Pinnacle, our goal is to create an atmosphere where people can be fully engaged, enjoy what they’re doing and be successful. We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline, and who demonstrate a passion for client service. We hire experienced professionals who understand the industry and provide effective advice, and we expect associates to understand that actions affect the outcomes of the firm. Our Position Descriptions are intended as a general overview, not an exhaustive list of every aspect of a position. Summary of Position
A Financial Consultant
should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management and will serve as an advisor to clients, providing effective financial advice and counsel aligned with the client’s objectives, time horizon, and risk tolerance. Primary Responsibilities
Provide distinctive service to clients and prospects , in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Balance new client development , sales activities, investment management, client service and compliance with a personal and professional attitude. Meet production targets
that impact overall company revenue goals. Manage full scope of client relationship
by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Develop client pipeline
by prospecting, networking, community involvement, centers of influence and developing niches. Recommend investment products, solutions, and services
that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seek expertise of internal resources
to identify investment opportunities and solutions for clients. Open, transfer and close
client accounts and maintain appropriate account records. Monitor the client’s portfolio
and make recommendations consistent with changes in economic and financial conditions as well as the client’s needs and objectives, taking newly offered investments into consideration. Obtain and verify
the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions. Complete required program training and assignments, obtain mandatory industry licenses
within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Explain the organization, participant, and function
of various securities markets and the principal factors that affect them. Meet all the client’s financial needs , both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members
as needed to ensure delivery of distinctive service. Perform
other related duties and responsibilities as assigned. Experience, Education, and Training
High School Diploma or Equivalent - College degree is preferred. Minimum of 10 years’ experience in the financial services industry, preferably in Asset Management. Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software. Effective and proven sales experience. Series 7 and Series 63/65, or Series 66. Knowledge of Asset Management products, policies, and procedures. Capabilities, Physical Requirements, and Abilities
Effective sales, negotiation, problem-solving, and interpersonal skills. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. Physical activities include standing and sitting for prolonged periods, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. Position Status
Position Status:
EXEMPT Date
09.02.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce to serve many communities. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or related conditions, or other status protected by law.
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At Pinnacle, our goal is to create an atmosphere where people can be fully engaged, enjoy what they’re doing and be successful. We hire like-minded people who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance and Discipline, and who demonstrate a passion for client service. We hire experienced professionals who understand the industry and provide effective advice, and we expect associates to understand that actions affect the outcomes of the firm. Our Position Descriptions are intended as a general overview, not an exhaustive list of every aspect of a position. Summary of Position
A Financial Consultant
should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management and will serve as an advisor to clients, providing effective financial advice and counsel aligned with the client’s objectives, time horizon, and risk tolerance. Primary Responsibilities
Provide distinctive service to clients and prospects , in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Balance new client development , sales activities, investment management, client service and compliance with a personal and professional attitude. Meet production targets
that impact overall company revenue goals. Manage full scope of client relationship
by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Develop client pipeline
by prospecting, networking, community involvement, centers of influence and developing niches. Recommend investment products, solutions, and services
that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seek expertise of internal resources
to identify investment opportunities and solutions for clients. Open, transfer and close
client accounts and maintain appropriate account records. Monitor the client’s portfolio
and make recommendations consistent with changes in economic and financial conditions as well as the client’s needs and objectives, taking newly offered investments into consideration. Obtain and verify
the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions. Complete required program training and assignments, obtain mandatory industry licenses
within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Explain the organization, participant, and function
of various securities markets and the principal factors that affect them. Meet all the client’s financial needs , both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members
as needed to ensure delivery of distinctive service. Perform
other related duties and responsibilities as assigned. Experience, Education, and Training
High School Diploma or Equivalent - College degree is preferred. Minimum of 10 years’ experience in the financial services industry, preferably in Asset Management. Proficient in Microsoft Office (Word, Excel, PowerPoint) or related software. Effective and proven sales experience. Series 7 and Series 63/65, or Series 66. Knowledge of Asset Management products, policies, and procedures. Capabilities, Physical Requirements, and Abilities
Effective sales, negotiation, problem-solving, and interpersonal skills. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. Physical activities include standing and sitting for prolonged periods, manual dexterity, verbal communication, visual acuity, repetitive motion, hearing, and the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. Position Status
Position Status:
EXEMPT Date
09.02.2021 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce to serve many communities. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or related conditions, or other status protected by law.
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