Do you love building rapport, engaging in meaningful conversations, and helping people take the first step toward financial peace of mind? At our client's firm, the Financial Services Appointment Coordinator plays a pivotal role—acting as the first friendly, professional voice a prospective client hears. You'll set the stage for a long-term client-advisor relationship and help individuals take that first, often life-changing step toward financial clarity.
What You’ll Do
What You Bring
Why Work With Us?
You’ll join a collaborative, mission-driven team that’s serious about improving people’s financial lives. We foster a supportive, fast-paced environment where your work directly impacts both clients and the business.
Compensation & Benefits
About Pinnacle
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.
EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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