At Pinnacle, we are more than just financial advisors; we are collaborators in precision and trusted delegates on the path to comprehensive wealth management. We pride ourselves on illuminating the complexities of financial planning and guiding our clients through every step. As a fee-only Wealth Management firm, Pinnacle works with affluent individuals, business owners, and their families to provide services such as Wealth Management, Trust Management, and Corporate Trusts.
Role Description: Wealth Management Advisor
Pinnacle Advisors is seeking a full-time, on-site Wealth Management Advisor to join our team in Columbus, OH. In this role, you will be responsible for providing comprehensive wealth management services. You'll work closely with clients to guide them in achieving their financial goals and managing their wealth on a day-to-day basis.
Qualifications
Financial Planning and Retirement Planning skills
Investments and Finance expertise
Wealth Management Services knowledge
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Detail-oriented and organized approach to work
Bachelor's degree in Finance, Economics, Business Administration, or related field