Strategic Financial Advisor & Client Wealth Partner

synovuscareers; Jacksonville (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Pinnacle is seeking an experienced Financial Advisor to manage a growing portfolio of clients in Jacksonville, FL. The role requires aggressive prospecting to develop new business while delivering distinctive service to existing clients.

You will handle a full suite of loan products, cross-sell financial services, and work within regulatory guidelines to maintain credit quality and client satisfaction.

Qualifications

• College degree in finance or business preferred.
• Minimum of 10 years in banking/financial services.
• Strong knowledge of loan documents and banking regulations.

Responsibilities

• Manage a portfolio of Firm clients and develop new business through proactive solicitation of prospects.
• Provide loan and depository product recommendations and cross-sell financial solutions.
• Ensure compliance with credit policies and regulatory requirements while delivering distinctive client service.

Skills

Client service

Communication

Analytical thinking

Leadership

Education

Finance degree

Business degree

Tools

Microsoft Office

NMLS knowledge

Job description

Pinnacle is seeking an experienced Financial Advisor to manage a growing portfolio of clients in Jacksonville, FL. The role requires aggressive prospecting to develop new business while delivering distinctive service to existing clients.

You will handle a full suite of loan products, cross-sell financial services, and work within regulatory guidelines to maintain credit quality and client satisfaction.