Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 5 days ago

Investment Associate - Destin FL

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank162 open roles

Where
Destin, FL, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowInvestment Associate - Destin FLPinnacle Bank, a Tennessee bank, d/b/a Synovus Bank · Destin, FL, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 5 days ago

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank median: 1 days open

The posting

Job Summary: Provides support to Financial Advisors through coordination of all client service activities ensuring client advocacy and continued profitability through organic growth and cultivation of referral opportunities.Works closely with clients to meet financial objectives including analyzing financial needs and providing recommendations. Complies with all compliance and risk policies. Resolves issues with little or no direction and produces client ready documentation. Organizes, manages, and tracks multiple assignments with frequently changing priorities and deadlines. Functions as part of a team, dedicated to achieving overall sales goals.

Job Duties and Responsibilities:

  • Uses independent judgement to support strategic vision of the team, and implement new business processes. Targets and profiles clients, identifying potential sales opportunities, driving sales results in investments and insurance. Meets with clients to review accounts, answer questions, and discuss strategy. Maintains confidentiality.
  • Provides direct support to clients and Financial Advisors by responding to inquiries, processing new accounts, trade execution, fund transfers, obtaining necessary account documents, and account transfers. Acts as a liaison with the Synovus Securities principal desk and operations team. Promotes a strong working relationship with licensed bank team members, personal advisors, Trust, and other bank Partners.
  • Facilitates, coordinates, and executes service activities including onboarding new clients, resolving service requests, gathering and compiling data for Advisor and client meetings. Supports the team's marketing strategy by maintaining marketing materials available.
  • Masters technology platforms and champions adoption to ensure platforms are used to their full benefit. Prepares and processes correspondence and communications. Schedules appointments and prepares materials for client meetings.
  • Researches client and security information. Processes trade orders and executes client trade requests.
  • Participates in available training and educational programs to maintain current status on policies, procedures, and risk awareness.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
  • Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: Bachelor's degree OR an equivalent combination of education and experience.

Minimum Experience: Two years of sales support experience in the financial services industry.Series 7 and 63 or 65 or 66 licenses.

Required Knowledge, Skills & Abilities:

  • Stand or Walk Regularly
  • Sit Regularly
  • Talk and Hear Regularly
  • Climb, Bend, Kneel, Crouch, or Crawl Regularly
  • Ability to see objects up close or at a distance, use peripheral vision, identify basic colors
  • Use of Hands/ability to reach
  • Up to 10 pounds weight lifting/force exertion required
  • Weight/Force exertion required less than 25%
  • Travel required less than 10%. This position may require FINRA licensing/certifications.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.