FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado • Loveland, CO

43d • Onsite

About The Position

Develops and maintains customer portfolio. Responsible for comprehensive financial planning for clients.

Requirements

• 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.
• Skill in communicating with customers and co-workers in courteous and professional manner.
• Skill in problem solving.
• Ability to maintain a high level of confidentiality.
• Ability to work within strict time constraints and handle multiple tasks simultaneously.
• Series 7 & 66 Licenses Required

Nice To Haves

• College degree preferred.
• Prefer 1 -2 years’ experience

Responsibilities

• 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.
• Maintains on-going customer contact to ensure good customer relations.
• Assists with comprehensive financial planning for clients and periodic client review.
• Be in compliance, following all policies and procedures.
• Participates in department meetings.
• Participates in civic and community organizations, representing the bank, but following personal interests.
• Regular and reliable attendance.
• Performs other related duties as assigned by management.

Benefits

• 100% Commission

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree