About this role
FINANCIAL ADVISOR at Pinnacle Bank/Bank of Colorado. Location: Glenwood Springs, Colorado, United States. Role: Prospecting customers, Developing plans, Ensuring compliance Requirements: Develops and maintains client portfolios; provides comprehensive financial planning; degree preferred; 1-2 years experience; knowledge of securities and investment products; strong communication and confidentiality. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English