Assistant Wealth Mananger
📋 Role Overview & Responsibilities
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
ResponsibilitiesDevelop financial plans for the firm's Wealth Management clients including, but not limited to:Assist in data gathering as needed.Input financial data into Financial Planning software.Prepare, finalize and assemble Financial Plans.Initiate implementation of follow-up process for Financial PlansPrepare Wealth Management Status Reports.Serve Financial Planning and Wealth Management clients as assigned.Develop prospects through existing CPA relationships.Develop mew CPA relationships.
Qualifications[Some qualifications you may want to include are Skills, Education, Experience, or Certifications.]Two to three years minimum financial services industry experience.CFP designation or working towards obtaining the CFP designation.Securities and insurance licenses a plus, but not required.Excellent verbal and written communication skills.
Frequently Asked Questions
How do I apply for the Assistant Wealth Mananger position at Pinnacle Advisors? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Pinnacle Advisors without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Sarasota, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →