Financial Advisor

Synovus; Tallahassee (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Synovus seeks a Financial Advisor in Florida to build and manage client investment portfolios and provide tailored financial advice aligned with each client’s objectives, time horizon, and risk tolerance.

The role requires delivering distinctive service, developing new client pipelines, meeting production targets, and managing relationships from onboarding to ongoing portfolio monitoring. Licensing and compliance training are required to maintain qualifications.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• 10+ years of experience in financial services, preferably asset management.
• Proficient in Microsoft Office; knowledge of asset management products and processes.
• Excellent verbal and written communication, organizational, and interpersonal skills.

Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Balance new client development, sales activities, investment management, client service and compliance.
• Meet production targets that impact firm revenue goals.
• Manage full scope of client relationship by evaluating financial needs and investment opportunities.
• Develop client pipeline by prospecting, networking, and centers of influence.
• Open, transfer, and close client accounts and maintain records.
• Monitor portfolios and make recommendations based on market conditions and client needs.
• Obtain and verify instructions, enter orders, and follow up on transactions.
• Complete required training and obtain licenses within prescribed timeframes.
• Explain securities markets and factors affecting them; refer to other specialists when needed.

Skills

Microsoft Office

Asset management

Sales experience

Client service

Communication skills

Education

High School Diploma

College degree preferred

Job description

Job Summary:

A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance.

Job Duties and 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 firm 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.

Minimum Education:

High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience:

Minimum of 10 years' experience in financial services industry, preferably in Asset Management. Proven sales experience.

Required Knowledge, Skills & Abilities:

Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Knowledge of Asset Management products, policies, and procedures. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Effective sales, negotiation, problem-solving, and interpersonal skills. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require FINRA licensing/certifications.

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Applicants with Disabilities: All interested and qualified candidates are invited to apply for employment opportunities with Synovus. If you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us at [e-mail] .

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank