Pinpoint

Financial Advisor

Pinpoint

10 months ago
Washington, DC
Onsite
Full Time
Senior
0 applicants
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Pinpoint
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About this role

We are seeking experienced Financial Advisors for a relationship-focused SEC registered RIA firm that provides wealth management and retirement income planning. The role involves helping clients achieve their financial goals through comprehensive planning and exceptional customer service.

Skills

Qualifications

CFP certificate or in process3+ years experience in financial servicesSeries 7 and 66 or 65 (preferred)Bachelor’s degree in finance or related fieldClean U4 record
Pinpoint

About Pinpoint

pinpointhq.com

Pinpoint is a talent acquisition platform offering applicant tracking software that helps in-house recruiting teams run multiple hiring processes side-by-side with flexibility, consistency, and ease of use. The ATS focuses on configurable workflows and an easy-to-use interface so teams can start with core recruitment tools and add functionality as hiring needs grow. Pinpoint aims to simplify complex, high-volume hiring by improving candidate management, collaboration, and reporting for recruiters.

About Pinpoint

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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