Wealth Adviser & Relationship Manager – Onsite Orlando

Pinnacle Career Coaching; Orlando (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

Pinnacle Career Coaching is partnering with a growing US wealth management firm in Orlando to recruit Financial Adviser/Relationship Managers. This on-site role focuses on handling inbound inquiries, building client relationships, and identifying suitable wealth management solutions.

You will work with seasoned professionals and help clients establish and grow their investment strategies in a fast-paced, goal-driven environment.

Qualifications

• 3+ years of experience in financial services, investments or target-driven sales.
• Series 65 license required or pursued.
• Bachelor's degree preferred, relevant experience considered in lieu.

Responsibilities

• Handle inbound enquiries and prospective client leads.
• Build relationships with prospective and existing clients.
• Understand client objectives, financial circumstances and investment needs.
• Provide suitable investment product and service recommendations.
• Complete client profiling and KYC requirements.
• Support clients through account opening and onboarding.
• Interact with investment and wealth management specialists to deliver solutions.
• Conduct client reviews and presentations.
• Develop and manage a growing book of business.
• Maintain records of client interactions in the CRM.

Skills

Relationship building

Sales / business development

Client servicing

Communication skills

Education

Series 65 license

Bachelor's degree preferred

Job description

Pinnacle Career Coaching is partnering with a growing US wealth management firm in Orlando to recruit Financial Adviser/Relationship Managers. This on-site role focuses on handling inbound inquiries, building client relationships, and identifying suitable wealth management solutions.

You will work with seasoned professionals and help clients establish and grow their investment strategies in a fast-paced, goal-driven environment.