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Pinnacle Financial Partners Jobs (NOW HIRING)

Synovus

Financial Advisor Associate

Tampa, FL · On-site

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they ... Partnership, Balance, and Discipline. * We hire experienced professionals who understand the ...

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$115K

How much do pinnacle financial partners jobs pay per year?

As of Jun 29, 2026, the average yearly pay for pinnacle financial partners in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What kind of growth opportunities are available for employees at Pinnacle Financial Partners?

Pinnacle Financial Partners offers a range of career advancement opportunities, including professional development programs, internal promotions, and cross-training in various banking functions. Employees often have access to mentorship and continuous learning to support their career goals. The company places strong value on promoting from within, enabling high performers to take on roles with greater responsibilities, such as team leadership or specialized financial advisory positions. This commitment to employee growth helps foster a supportive and motivating work environment.

What are the key skills and qualifications needed to thrive in the Pinnacle Financial Partners position, and why are they important?

To thrive at Pinnacle Financial Partners, strong expertise in financial services, client relationship management, and a background in banking or finance are essential, often supported by a relevant degree or certifications such as Series 6/7 or CPA. Familiarity with customer relationship management (CRM) software, financial analysis tools, and banking platforms is typically required. Outstanding interpersonal skills, attention to detail, and a service-oriented mindset help individuals exceed client expectations and build long-term relationships. These capabilities are important because they drive client satisfaction, ensure regulatory compliance, and support the company's reputation for exceptional service.

What is a Pinnacle Financial Partners job?

A job at Pinnacle Financial Partners typically involves working in banking, financial services, or support roles within the company. Employees may work in areas such as client service, lending, wealth management, or operations. Pinnacle emphasizes a client-focused and relationship-driven approach, offering competitive benefits and a supportive work environment. The company values teamwork, innovation, and professional growth. Job opportunities range from entry-level positions to leadership roles across various financial disciplines.

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Pinnacle Financial Partners jobs near you
Infographic showing various Pinnacle Financial Partners job openings in the United States as of June 2026, with employment types broken down into 84% Part Time, and 16% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Financial Advisor Associate

Financial Advisor Associate

Synovus

Tampa, FL • On-site

Full-time

Posted 7 days ago

Key responsibilities

  • Provide distinctive service to clients and prospects, respond to client inquiries, and resolve client issues in person and over the telephone.

  • Prepare new and renewal loan documents, process loan packages accurately and timely, and ensure compliance with policies and regulations.

  • Assist Financial Advisors in establishing new deposit relationships by opening depository accounts and obtaining required documentation.

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

8th of 142 rated banks

Job description

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people
  • We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
  • We hire experienced professionals who understand the industry and provide effective advice.
  • We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
Summary of Position
A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
Primary Responsibilities
  • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
  • Prepare new and renewal loan documents. Create a superior client experience with accurate and timely processing of loan packages, while mitigating the firm's risk by following compliance, loan policies, legal and regulatory requirements. Close and disburse loan proceeds and process booking loans within 10 days.
  • Assist Financial Advisors (FAs) in establishing new deposit relationships. Open depository accounts, verify client credentials, obtain all supporting documentation with zero CIP and deposit exceptions over 45 days.
  • Effectively monitor portfolio risk in terms of delinquencies, maturities, and overdrafts. Ensure the accuracy of critical data (i.e., risk ratings, non-accruals, pricing, etc.) to minimize negative impact on the client or firm. Clear all controllable collateral exceptions within 90 days and all collateral exceptions within 180 days.
  • Prepare for and attend weekly meetings with Financial Advisors and Credit Analysts to address monthly recurring tasks in a timely manner and resolve any pending items (past dues, exception items, maturing loans and deposits, etc.) with a focus on critical actions of supported advisors.
  • Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
  • Assist other team members as needed to ensure delivery of distinctive service.
  • Perform other related duties and responsibilities as assigned.

Description of Experience, Education, Training
  • High School Diploma or Equivalent -- College degree is preferred.
  • Minimum of 10 years' experience in financial services.
  • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
  • Broad knowledge of bank products and services.
  • Knowledge of federal and state banking regulations and compliance requirements

Description of Capabilities, Physical Requirements and Abilities
  • Excellent interpersonal skills, including verbal and written communication skills.
  • Effective analytical and mathematical reasoning skills with problem-solving ability.
  • Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
  • Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
  • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified team members and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.

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