Senior Financial Advisor: Client Growth & Wealth Planning

synovuscareers; Saint Pete Beach (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Pinnacle is seeking a Financial Advisor to manage a portfolio of existing clients and develop new business through proactive prospecting. You will serve business entities, business owners, and individuals aligned with Pinnacle's market segment, delivering distinctive service.

Responsibilities include loan products, deposit products, cross-selling, and investment referrals while maintaining credit quality and client satisfaction. Equal opportunity employer.

Qualifications

• College degree preferred in finance or business.
• Strong knowledge of consumer and commercial loan documents.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills.

Responsibilities

• Provide distinctive service to clients and prospects in person and by phone.
• Manage and grow loan and depository portfolios while maintaining credit quality.
• Cross-sell financial products and refer investments when appropriate.
• Solicit new business through referrals and targeted outreach.

Skills

Client service

Sales & prospecting

Credit knowledge

MS Office

Communication

Education

College degree preferred

Finance or business

Job description

Pinnacle is seeking a Financial Advisor to manage a portfolio of existing clients and develop new business through proactive prospecting. You will serve business entities, business owners, and individuals aligned with Pinnacle's market segment, delivering distinctive service.

Responsibilities include loan products, deposit products, cross-selling, and investment referrals while maintaining credit quality and client satisfaction. Equal opportunity employer.