Financial Advisor

Pinnacle Staffing Group is seeking a Financial Advisor for a hybrid role based in Monterey, CA. In this position, you will maintain and deepen ongoing client relationships while supporting business growth through comprehensive financial planning, proactive engagement, and new relationship development.

The role blends client servicing with growth-focused activities, including referrals, community participation, and prospecting. You will provide guidance across financial planning and investment recommendations, partner with internal teams to deliver timely service, and help identify opportunities across existing portfolios and prospective pipelines.

Key Responsibilities

• Lead ongoing client meetings and deliver comprehensive financial planning and investment recommendations.
• Act as the primary advisor for assigned clients, guiding them through ongoing needs and requests.
• Strengthen existing relationships through proactive engagement and attentive follow-up.
• Build new client relationships through referrals, community involvement, and targeted prospecting.
• Conduct preliminary meetings with prospective clients and move appropriate opportunities toward close.
• Support onboarding for new clients and transition servicing responsibilities as needed.
• Coordinate with other Advisors and Client Service teams to ensure accurate and timely execution of client requests.
• Monitor opportunity activity across client portfolios and the prospect pipeline.
• Identify growth opportunities within existing client relationships.
• Support marketing, outreach, and community engagement efforts.

Requirements

• College degree preferred.
• CFP® designation encouraged, with an opportunity to obtain CFP® through paid courses and exam.
• If CFP® is not held at hire, Series 65 license (or combination of Series 7 and 66) is required.
• Minimum 3 years of experience in financial planning, advisory services, or related roles.
• Military equivalent job experience accepted.
• Strong communication, relationship-building, and organizational skills.
• Ability to balance client servicing responsibilities with business development activities.

Estimated Compensation

• Base Salary: $70,000–$80,000
• Equity: Eligible
• Incentive Compensation: Performance-based bonus opportunities
• Target Total Cash Range: $80,000–$110,000

Role Focus Areas

• Client relationship management and consultative advising
• Business development and referral-based growth
• Financial planning fundamentals
• Strong verbal and written communication skills
• Collaborative, growth-oriented mindset