Senior Financial Planner

Job Description

Job Description

We’re hiring a Senior Concierge Specialist on a direct hire basis to join a growing financial services team focused on high-quality client engagement and onboarding. This role is essential in cultivating prospective client relationships and delivering a seamless, professional experience from first contact through the transition to an advisory team.

You’ll go beyond standard outreach — engaging in deep financial discovery, preparing baseline financial plans, and collaborating closely with advisors to set the tone for long-term client success.

What You’ll Do

• Conduct personalized outreach to prospective clients, focusing on quality of interaction over call volume
• Present the firm’s philosophy, investment approach, and services in a consultative, client-first manner
• Perform detailed discovery with prospects to gather financial data for building baseline financial plans
• Prepare prospects for a smooth handoff to advisory teams, ensuring all necessary materials and information are in place
• Partner with advisors and business development to refine strategies and improve prospect conversion
• Support high-value or complex prospect engagements with an elevated, professional experience
• Maintain accurate and complete records in CRM systems (e.g., Salesforce) to support long-term relationship management

What You’ll Need

• Bachelor’s degree in business, finance, marketing, or a related field
• Active FINRA Series 7 and Series 65 (or Series 66) licenses required
• 4+ years of experience in client services, sales, or financial services
• Strong grasp of financial planning concepts and ability to communicate them clearly
• Proven ability to handle complex client conversations with professionalism and poise
• Proficiency with CRM platforms (Salesforce preferred) and client engagement tools

Why This Opportunity

• Direct hire position with long-term growth potential
• Highly collaborative environment across advisory and business development teams
• Impactful, client-facing role in a fast-growing organization
• Competitive base salary plus performance-based bonus

Compensation: $70,000–$75,000 base + 10% annual bonus

Apply now to take on a high-impact role that bridges client engagement, financial planning, and firm growth.

Company Description

About Pinnacle
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.

EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description

About Pinnacle\r\nThe Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.\r\n\r\nEOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.