FINANCIAL ADVISOR

Job description

FINANCIAL ADVISOR Application Deadline: 29 May 2026: Department: 1302-Greeley Investment: Employment Type: Full Time: Location: Glenwood Springs, Colorado: Compensation: 100% Commission: Description: GENERAL SUMMARY :Develops and maintains customer portfolio. Responsible for comprehensive financial planning for clients RESPONSIBILITIES AND DUTIES: - 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. 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 practi...