Senior Trust & Wealth Advisor: Client Growth & Strategy

synovuscareers; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Pinnacle is seeking a Trust and Wealth Advisor who will manage a portfolio of existing Trust clients and actively pursue new business via qualified prospects, becoming the primary advisor for a client group.

The role requires 10+ years of experience and a Bachelor’s degree or equivalent; FINRA licensing may be required. You will participate in client meetings, review accounts, and coordinate with fiduciary teams to meet financial needs. Pinnacle is an Equal Opportunity Employer.

Qualifications

• Bachelor's degree or an equivalent combination of education and experience.
• 10+ years of experience in trust and wealth management.
• Ability to build and maintain client relationships and meet sales targets.

Responsibilities

• Manage client trust portfolios and ensure fiduciary compliance.
• Solicit new business from qualified prospects.
• Coordinate with Investment, Insurance, and Treasury teams to meet client needs.
• Attend meetings and complete required documentation.

Skills

Portfolio management

Client relations

Business development

FINRA licensing

Education

Bachelor's Degree or equivalent combination of education and experience

Job description

Pinnacle is seeking a Trust and Wealth Advisor who will manage a portfolio of existing Trust clients and actively pursue new business via qualified prospects, becoming the primary advisor for a client group.

The role requires 10+ years of experience and a Bachelor’s degree or equivalent; FINRA licensing may be required. You will participate in client meetings, review accounts, and coordinate with fiduciary teams to meet financial needs. Pinnacle is an Equal Opportunity Employer.