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Senior Wealth Manager
Pinnacle Financial Group, LLC is a fee-only wealth management company located in the western suburbs of Chicago. We provide comprehensive financial planning and wealth management services to a mass affluent clientele. Our mission is to plan and provide for the financial well-being of our clients and employees. We help our clients make smart decisions about money so they can build and protect their wealth. We have an immediate opening for a Senior Wealth Manager. The Senior Wealth Manager has primary responsibility for some of our larger and more complex client relationships. Responsibilities include working with clients to identify their financial goals and risk tolerance, preparing and presenting comprehensive financial plans, determining an appropriate asset allocation str
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