Associate - Northwest Pinnacle Group - Moscow, Idaho
Core
Client-facing professional supporting financial advisors in delivering personalized, fiduciary-driven financial planning, investments, insurance, and banking services.
Role type
Associate Financial Advisor
Builds
Client financial plans, investment accounts, and insurance policies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning analysis, account setup and trade execution, product implementation, business development, compliant documentation, sensitive data handling
Preferred skills
Securities and insurance licensing, 2+ years in financial services, integrity with confidential information, product knowledge
Technologies
FINRA registration systems, insurance licensing platforms
Responsibilities
Serve as primary or co-point of contact for clients, Support financial planning analysis and plan preparation, Execute account setup, trades, and product implementation, Assist with business development and client outreach, Maintain compliant documentation and licensing, Handle sensitive communications with members/customers
Seniority
Entry-level to Junior, client-facing IC