FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado•Windsor, CO

About The Position

The Financial Advisor develops and maintains customer portfolios and is responsible for comprehensive financial planning for clients. The role prospects new customers and solicits new business with support from a Financial Advisor Officer or manager, cross-sells banking services, maintains customer relationships, assists with financial plans and periodic client reviews, and represents the bank in civic and community organizations. Compensation is 100% commission.

Requirements

Required Series 7 and Series 66 licenses.
Knowledge of securities and investment products, policies, and procedures.
Knowledge of financial planning for individuals and businesses.
Knowledge of sales and marketing practices and principles.
Skill in communicating with customers and coworkers in a courteous and professional manner.
Problem-solving skills.
Ability to maintain a high level of confidentiality.
Ability to work within strict time constraints and handle multiple tasks simultaneously.

Nice To Haves

College degree preferred.
One to two years of experience preferred.

Responsibilities

Prospect new customers and solicit new business with assistance from a Financial Advisor Officer or manager.
Cross-sell other banking services to new and existing customers.
Maintain ongoing customer contact to ensure good customer relations.
Assist with comprehensive financial planning for clients and periodic client reviews.
Comply with all policies and procedures.
Participate in department meetings.
Participate in civic and community organizations, representing the bank while following personal interests.
Maintain regular and reliable attendance.
Perform other related duties as assigned by management.

Benefits

Eight paid holidays for employees working at least 35 hours per week.
17 PTO days each year for the first five years of employment, after completing the 90-day introductory period.
16 hours of paid sick time upon hire.
Health, dental, prescription drug card, vision, and voluntary life insurance plans.
Health savings account with employer contributions.
Flexible medical and dependent care spending plans.
401(k) plan after three months and the start of the next quarter, with employer contributions and profit sharing.
$50,000 group term life insurance.
Long-term disability insurance.
Employee assistance program.