Financial Advisor
Employment type
Full-time
Work setting
On-site
Location
Glenwood Springs, CO
Schedule
Day shift
Posted
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Job overview
The Financial Advisor is an onsite, full-time position located in Glenwood Springs, CO, with compensation not specified. This role supports the wealth management and financial planning services at Pinnacle Bank/Bank of Colorado. The role exists to develop and maintain a client portfolio through comprehensive financial planning and proactive business development. It contributes to the bank's growth by cross-selling services and ensuring high-quality customer relations.
What you'll do
- Prospect new customers, conduct financial planning, maintain client portfolios, ensure compliance with policies, and participate in community outreach.
What we're looking for
- Skills & competencies
- full-timeday shiftglenwood springs copinnacle bankfinancefinancial planningsalesbankingweekend requiredno on-callno travel
- Work arrangement
- Weekend coverage required
Why this role
Opportunity to work with a community-focused bank and build long-term client relationships.
About the employer
Pinnacle Bank/Bank of Colorado is hiring for this role. Industry: Savings Institutions and Other Depository Credit Intermediation. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Savings Institutions and Other Depository Credit Intermediation
- Occupation code
- 13-2052.00
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Listing ID: 1f586f89-a0a1-4bb1-a913-6ff27f7d0d6b