Wealth Management Associate

At Pinnacle, we develop future financial leaders. Our mission is to fast-track high-potential individuals into competent, confident wealth advisors through structured mentorship, real client exposure, and professional development support.

About the Role

Are you ambitious, driven, and looking to build a meaningful career in wealth management As a Graduate Associate, you will work alongside senior wealth managers on real client cases and support financial planning, portfolio construction, and investment research.

Responsibilities

• Work alongside senior wealth managers on real client cases
• Support financial planning, portfolio construction, and investment research
• Participate in client meetings and strategy discussions
• Develop skills in relationship management and business development
• Build deep understanding in retirement planning, wealth accumulation, and legacy strategies
• Receive structured coaching, performance feedback, and industry exam preparation support