About this role
Financial Advisor Associate at Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank. Location: Atlanta, Georgia, United States. Role: managing clients, building relationships, onboarding clients Requirements: Bachelor's in Finance/Economics/Marketing/Communications or equivalent; 1 year as a Wholesale Associate; 2 years customer service in financial services; proficient with CRM and Microsoft Word/Excel/PowerPoint; strong analytical and communication skills. Category: Finance and Accounting Seniority: Entry Level Tools: Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce Commitment: Full Time Workplace: Onsite Languages: English