Job Description

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

• Initiate contact with prospective clients via phone, email, and other outreach methods.
• Clearly communicate our firm’s values , investment philosophy, and service offerings in a way that feels personal and helpful.
• Qualify and gather initial client data such as goals, objectives, and risk tolerance to prepare for their first meeting.
• Schedule introductory meetings with the appropriate advisory team members, ensuring a smooth and warm handoff.
• Track communication and touchpoints in our CRM (Salesforce), maintaining clean and accurate records.
• Support the advisory team by preparing meeting notes, organizing follow-up tasks, and ensuring a professional onboarding experience.

What You Bring

• Bachelor’s degree in business, finance, marketing, or a related field.
• 2+ years of experience in a client-facing, appointment-setting, or relationship-building role— ideally within financial services .
• Strong communication and interpersonal skills—you know how to build trust quickly.
• Experience with making high-volume outreach calls.
• Highly organized with solid time management and CRM proficiency.

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

• $55,000–$60,000 annual salary
• Monday–Friday, 8:00 AM–5:00 PM (occasional weekend flexibility)
• 401(k) + Retirement Plan
• Medical, Dental & Vision Insurance
• Paid Time Off
• HSA options

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.

Job Tags

Similar Jobs