Pinnacle Wealth Group, LLC · 3 hours ago
Financial Advisor
Memphis, TN
Full-time
Hybrid
New Grad, Entry LevelPinnacle Wealth Group is a trusted partner in wealth management, dedicated to empowering individuals and businesses to achieve their financial goals. The Financial Advisor will work closely with clients to understand their financial goals and create tailored financial plans, providing guidance on investments, retirement planning, estate planning, and tax strategies.
Financial Services
Responsibilities
Providing guidance on investments
Retirement planning
Estate planning
Tax strategies
Client acquisition
Relationship management
Monitoring financial performance
Staying informed about market trends to offer sound financial advice
Qualification
Required
Knowledge in Financial Planning, Finance, and Financial Advisory or willing to be trained and learn
Experience with Retirement Planning and understanding of various retirement plan options
Expertise in Investments and portfolio management strategies
Excellent communication and interpersonal skills to build lasting client relationships
Ability to analyze financial data and create customized plans
Proven ability to work in a hybrid environment and maintain flexibility
Company
Pinnacle Wealth Group, LLC
Welcome Welcome to Pinnacle Wealth Group, where financial aspirations meet strategic planning, and your journey to financial success begins.
Founded in 2024
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase