Senior Financial Advisor - Banking & Wealth Management

synovuscareers; Dothan (AL); On-site; USD 60,000 - 90,000; Full time

Job summary

Pinnacle is seeking a Financial Advisor to manage a portfolio of existing clients and aggressively solicit new business. You will serve business entities, owners, and individuals, offering a full range of loan, deposit, and investment products while upholding credit policies.

The role emphasizes distinctive service, strong communication, and the ability to work independently to grow the client base and deepen relationships across segments. Prior banking experience is required.

Qualifications

• College degree in finance or business preferred.
• Minimum 10 years in banking/financial services.
• Proficient with loan documents and banking regulations.
• Strong communication, leadership, and analytical skills.
• Ability to work independently and manage tasks.

Responsibilities

• Manage a portfolio of existing Firm clients and develop new business.
• Provide loans, deposits, and investment products to meet client needs.
• Solicit new business through referrals and direct outreach.
• Ensure compliance with credit policies and regulatory requirements.
• Deliver distinctive service and solve client issues.

Skills

Microsoft Office

Bank regulations

Verbal communication

Written communication

Leadership

Interpersonal skills

Analytical skills

Attention to detail

NMLS licensing

Customer service

Education

College degree (finance or business)

Tools

Microsoft Office Suite

Job description

Pinnacle is seeking a Financial Advisor to manage a portfolio of existing clients and aggressively solicit new business. You will serve business entities, owners, and individuals, offering a full range of loan, deposit, and investment products while upholding credit policies.

The role emphasizes distinctive service, strong communication, and the ability to work independently to grow the client base and deepen relationships across segments. Prior banking experience is required.