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Home Based Pinnacle Financial Partners Jobs in Indiana

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Home Based Pinnacle Financial Partners information

What are the key skills and qualifications needed to thrive as a Home-Based Associate at Pinnacle Financial Partners, and why are they important?

To thrive as a Home-Based Associate at Pinnacle Financial Partners, you typically need a background in finance, banking, or customer service, along with a high school diploma or higher education in a related field. Familiarity with banking software, CRM systems, and secure remote communication tools is essential. Exceptional interpersonal skills, attention to detail, and self-motivation are crucial for providing outstanding client service and managing tasks independently. These competencies ensure productivity, security, and excellent client experiences in a remote work environment.

What are the typical daily responsibilities for a home-based employee at Pinnacle Financial Partners?

As a home-based employee at Pinnacle Financial Partners, your daily responsibilities typically include managing client accounts, conducting virtual meetings, responding to emails and client inquiries, and collaborating with team members through digital platforms. You may also be responsible for processing financial transactions, preparing reports, and staying updated on regulatory changes. The role often involves a balance of independent work and virtual teamwork, requiring strong communication and organizational skills.

What does a Home Based employee at Pinnacle Financial Partners do?

A Home Based employee at Pinnacle Financial Partners typically works remotely, providing financial services and support to clients and internal teams from their home office. Their responsibilities may include client account management, financial advising, handling customer inquiries, and supporting various banking operations virtually. This role allows for flexibility while still meeting the high standards and client-focused culture of Pinnacle Financial Partners.

What is the difference between Home Based Pinnacle Financial Partners vs Home Based Financial Advisor?

AspectHome Based Pinnacle Financial PartnersHome Based Financial Advisor
CredentialsFINRA licenses, CFP certification often preferredFINRA licenses, CFP or similar certifications usually required
Work EnvironmentRemote, client meetings may be virtual or in-personRemote, client meetings primarily virtual or in-person
Employer & IndustryFinancial services, banking, investment firmsFinancial planning, investment advisory firms

Both roles involve providing financial guidance remotely, requiring similar credentials like FINRA licenses. Pinnacle Financial Partners typically refers to a banking environment, while Financial Advisors focus on investment and planning services. The main difference lies in their specific client services and employer context, but both are often home-based and industry-related.

What are the most commonly searched types of Pinnacle Financial Partners jobs in Indiana? The most popular types of Pinnacle Financial Partners jobs in Indiana are:
What are popular job titles related to Home Based Pinnacle Financial Partners jobs in Indiana? For Home Based Pinnacle Financial Partners jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Home Based Pinnacle Financial Partners jobs in Indiana look for? The top searched job categories for Home Based Pinnacle Financial Partners jobs in Indiana are:
What cities in Indiana are hiring for Home Based Pinnacle Financial Partners jobs? Cities in Indiana with the most Home Based Pinnacle Financial Partners job openings:
Infographic showing various Home Based Pinnacle Financial Partners job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, and 7% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Community Partners Home Based Case Manager

Community Partners Home Based Case Manager

Bauer Family Resources

Lafayette, IN โ€ข On-site

$18 - $19/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago


Job description

Our work is important and vital to children and families in the community, and we are seeking caring individuals to join our Bauer family to help us continue "to empower children and their families to thrive".

Job Title: Community Partners Home Based Case Manager

Pay Range: $18.00 to $19.00

What We Do:

At Bauer, we empower children and their families to thrive. Bauer Family Resources mission is at the heart of every program and service offered to our community. It is our belief that every child and family has a desire for a life that is filled with success, strong family and community connections and hope for tomorrow. Bauer's work is measured against this mission statement to ensure we are true to it.

Our Workplace Culture:

We are building a culture of belonging - where every person is supported to bring their most authentic self to work and enable them to do the best work of their life. We are a culture grounded by collaboration, personal growth and well-being. We care about each other, ourselves, our communities and the environment which we live in. We respect all with humility and patience.

Bauer Family Resources does not discriminate on basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, veteran status, marital status, or based on an individual's status in a group or class protected by local, state and federal government laws. At Bauer we encourage diversity and promote equality.

Position Summary:

The Community Partners Home Based Case Manager provides supportive case management services to families within the home or community-based setting with the goal of preventing child abuse or neglect.

Community Partners Home Based Case Manager helps to address underlying problems to abuse or neglect including unemployment, unstable housing, substance abuse, mental health concerns, domestic violence, and lack of community/social support by teaching families new skills and connecting the family to resources within the community.

Essential Functions:

The duties identified below are the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This list may not be inclusive of all job responsibilities and are subject to change based on business needs with or without notice.

  • Schedule and complete appointments at times and locations that are convenient to the client including evenings and maintain a flexible work week that adapts as changes are needed. Involves exposure to tobacco smoke, domestic animals' household pests, mold, and other conditions common to domestic environments
  • Maintain regular communication with families by various means including phone contact, texting, drop-by visits, and mail during extended business hours and by telephone for crisis
  • Requires travel to client homes and community locations.
  • Refer client to community resources and research additional resources within the community as to create a working knowledge of resources within the assigned area
  • Complete service records and enter intake paperwork in a timely manner
  • Develop short and long-term family goals
  • Refer client to supportive services
  • Independently manage work schedule
  • Facilitate intra-agency collaborations that support the Bauer mission
  • Reach out to a minimum of one community resource per month
  • Complete a predetermined number of direct services hours

QUALIFICATIONS:

To perform this position successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge and skill required. The individual must be able to successfully pass routine background checks.

Education/Certification/Licensure:

  • Bachelor's degree in social work, psychology, sociology, or a directly-related human service field from an accredited college.
  • Other Bachelor's degrees will be accepted in combination with a minimum of 3 years of experience working with families in the human services field.
  • Must maintain a valid Indiana driver's license and meet insurance requirements of the carrier at all times.

Experience Required:

  • None

Knowledge and Skills Required:

  • Strong connection with the community and ability to maintain positive relationships
  • Ability to resolve conflict and difficult situations peacefully
  • Excellent communication skills, both written and verbal
  • Attention to detail
  • Organization and time management
  • Provide safe transportation in personal vehicle as necessary

What We Offer: (Full-Time 30 hours or more per week)

  • Health Insurance
  • Dental
  • Vision
  • Matching 401K
  • Short-Term Disability
  • Long-Term Disability
  • Employer Health Savings Contributions
  • Teladoc
  • Free Mental Health Coverage
  • 10 Paid Holidays
  • Paid Time Off
  • Paid Bereavement
  • Referral Bonus
  • Annual Wellness Programs
  • Reflective Supervision
  • Community Involvement

Other Benefits May Apply Based on Position

  • Paid Snow Days
  • Hiring & Retention Bonus
  • Early Childhood Education Scholarship
  • Paid Professional Development
  • Cell Phone Reimbursement
  • Mileage Reimbursement

Bauer Family Resources, Inc. is an Equal Opportunity & Affirmative Action Employer.

Bauer Family Resources, Inc. is a Drug-Free Workplace.