Investment Associate: Client Growth & Support

synovuscareers; Destin (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Pinnacle is seeking a dedicated Sales Support professional to assist Financial Advisors in coordinating client service activities and driving growth. You will work with clients to analyze financial objectives and provide recommendations while ensuring compliance with risk policies.

Responsibilities include processing inquiries, new accounts, trade execution, onboarding, and supporting marketing efforts. Knowledge of FINRA licensing is highly valued and training is provided.

Qualifications

• Bachelor's degree or equivalent required.
• Two years of sales support experience in financial services.
• Series 7 and 63 or 65 or 66 licenses preferred.

Responsibilities

• Supports Financial Advisors by coordinating client service activities to drive growth and profitability.
• Responds to inquiries, processes new accounts, and conducts trade execution; liaises with principal desk and operations.
• Assists with onboarding, service requests, data gathering for advisor meetings, and marketing materials.
• Masters technology platforms to ensure full adoption and efficiency of client communications.
• Researches client and security information and processes trade orders as needed.
• Participates in training to stay current on policies, procedures, and risk awareness.

Skills

Client service

Sales support

Communication

Compliance awareness

Education

Bachelor's degree or equivalent

Tools

CRM systems

Trade processing software

Job description

Pinnacle is seeking a dedicated Sales Support professional to assist Financial Advisors in coordinating client service activities and driving growth. You will work with clients to analyze financial objectives and provide recommendations while ensuring compliance with risk policies.

Responsibilities include processing inquiries, new accounts, trade execution, onboarding, and supporting marketing efforts. Knowledge of FINRA licensing is highly valued and training is provided.