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Open nowFirst seen 4 days ago

FINANCIAL ADVISOR

Pinnacle Bank/Bank of Colorado59 open roles

Where
Windsor, Colorado
Work mode
On site
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Your applicationOpen nowFINANCIAL ADVISORPinnacle Bank/Bank of Colorado · Windsor, Colorado

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Pinnacle Bank/Bank of Colorado's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Pinnacle Bank/Bank of Colorado postings stay open a median of 2 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.7%14 days
  5. 35.6%30 days
  6. 58.0%60 days
This job: first seen 4 days ago

Pinnacle Bank/Bank of Colorado median: 2 days open

The posting

GENERAL SUMMARY:

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

COMPENSATION: 100% Commission APPLY ONLINE: https://www.bankofcolorado.com/careers

RESPONSIBILITIES AND DUTIES:

  1. 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.
  2. Assists with comprehensive financial planning for clients and periodic client review.
  3. Be in compliance, following all policies and procedures.
  4. Participates in department meetings.
  5. Participates in civic and community organizations, representing the bank, but following personal interests.
  6. Regular and reliable attendance.
  7. Performs other related duties as assigned by management.

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.
  • 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.

EDUCATION AND EXPERIENCE:

  • Series 7 and 66 Licenses
  • College Degree
  • Prefer 2-3 years' experience

PHYSICAL REQUIREMENTS: 



BENEFITS:

  • Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

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