Pinnacle Bank/Bank of Colorado
FINANCIAL ADVISOR
Loveland, Colorado
Sponsorship not specified$75k-$100kDetected 21 days ago
About the role
- Assists with comprehensive financial planning for clients and periodic client review.
- Be in compliance, following all policies and procedures.
- KNOWLEDGE, SKILL, AND ABILITIES: Knowledge of securities and investment products, policies and procedures Knowledge of financial planning for individuals and business Knowledge of sales and marketing practices and principles.
Responsibilities
- Maintains on-going customer contact to ensure good customer relations.
- Performs other related duties as assigned by management.
- Ability to maintain a high level of confidentiality.
Requirements
- They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.
Nice to have
- College degree preferred.
Compensation
- $75k-$100k
Company info
- Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager.
- Cross-sells other banking services to new and existing customers.
- Skill in communicating with customers and co-workers in courteous and professional manner.
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This listing is sourced directly from Pinnacle Bank/Bank of Colorado's careers page and normalized into a canonical job model.