Works closely with Financial Advisors to understand client objectives and goals and to develop financial plans and client presentations. Prepares all materials including portfolio allocation, tax and retirement projections, financial statements, long-term cash flows, review and interpretation of employee benefits, long-term incentive plan (LTIP) analyses, estate and education plan preparation, and survivor or insurance analyses.
Job Duties and Responsibilities:
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 in Finance, Economics, Business Administration or related discipline or an equivalent combination of education and experience.
Minimum Experience: Three years job related experience in financial services. Regular office environment.
Financial Planning Analyst • Atlanta, GA, United States
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