Elevate Client Experience: Financial Advisor Associate

synovuscareers; Fort Lauderdale (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Pinnacle in Fort Lauderdale, FL, seeks a Financial Advisor Associate to support Financial Advisors by documenting and processing loans, opening depository accounts, and ensuring accurate data to mitigate risk. The role emphasizes delivering distinctive client service while aligning with bank policies and regulatory requirements.

The FAA will assist in establishing new deposit relationships, monitor portfolio risk, and coordinate with Credit Analysts on weekly tasks, aiming to meet client

Qualifications

• High school diploma required; college degree preferred.
• Minimum of 10 years' experience in financial services.
• Proficient in Microsoft Office and general bank product knowledge.
• Knowledge of federal and state banking regulations and compliance.
• Excellent verbal and written communication and client service skills.
• Ability to work in a fast-paced environment with high accuracy.

Responsibilities

• Support Financial Advisors by documenting and processing loans.
• Open depository accounts; verify client credentials.
• Prepare loan documents and process bookings within 10 days.
• Maintain data accuracy to mitigate risk and monitor portfolio risk.
• Refer clients to Trust, Investments, Insurance, etc.
• Attend weekly meetings with Advisors and Credit Analysts.

Skills

Microsoft Office

Interpersonal skills

Regulatory knowledge

Analytical skills

Communication skills

Problem solving

Education

High School Diploma or Equivalent

College degree preferred

Tools

NMLS knowledge

Job description

Pinnacle in Fort Lauderdale, FL, seeks a Financial Advisor Associate to support Financial Advisors by documenting and processing loans, opening depository accounts, and ensuring accurate data to mitigate risk. The role emphasizes delivering distinctive client service while aligning with bank policies and regulatory requirements.

The FAA will assist in establishing new deposit relationships, monitor portfolio risk, and coordinate with Credit Analysts on weekly tasks, aiming to meet client