{"id":3111715,"url":"https://alion.io/job/pinnacle-bank-financial-advisor","title":"FINANCIAL ADVISOR","company":{"id":684897,"name":"Pinnacle Bank","domain":"pinnbank.com","url":"https://alion.io/company/pinnbank","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Pinpoint","truth_index":{"grade":"A","score":100,"open_postings":6,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":18,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Windsor, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":41000,"max_usd":79000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2171},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-21T20:59:21Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-10T07:59:09Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"description":"GENERAL SUMMARY:\nDevelops and maintains customer portfolio. Responsible for comprehensive financial planning for clients\nCOMPENSATION: 100% Commission\nAPPLY ONLINE: https://www.bankofcolorado.com/careers\n\nRESPONSIBILITIES AND DUTIES:\nProspects 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. \nAssists with comprehensive financial planning for clients and periodic client review.\nBe in compliance, following all policies and procedures.\nParticipates in department meetings.\nParticipates in civic and community organizations, representing the bank, but following personal interests. \nRegular and reliable attendance.\nPerforms other related duties as assigned by management.\n\nKNOWLEDGE, SKILL, AND ABILITIES:\nKnowledge of securities and investment products, policies and procedures\nKnowledge of financial planning for individuals and business\nKnowledge of sales and marketing practices and principles.\nSkill in communicating with customers and co-workers in courteous and professional manner.\nSkill in problem solving.\nAbility to maintain a high level of confidentiality.\nAbility to work within strict time constraints and handle multiple tasks simultaneously.\n\nEDUCATION AND EXPERIENCE:\nCollege degree preferred. \nPrefer 1 -2 years’ experience \n\nPHYSICAL REQUIREMENTS:\n\nSeeing: 75-100%\nMust be able to greet customers read documents, use computer\nHearing: 75-100%\nMust be able to communicate with customers and co-workers\nStanding/Walking: 25-49%\nMust be able to visit customer\n\nClimbing/Stooping/Kneeling: 0-24%\n\nFingering/ Grasping/Feeling: 75-100%\nMust be able to use computer, write \nBENEFITS:\nBenefits 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.\n\nPHYSICAL DIMENSIONS:\nMedium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.\n\nNOTE: 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.\nMore Details\nSeries 7 and Series 66 Licensed Required","description_format":"text","description_chars":3128,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-10-22T20:59:21Z"}],"visa":[],"liveness":{"score":44,"band":"fade","label":"Fading","p_open":1,"p_active":0.796,"p_room":0.55,"age_days":19,"expected_fill_days":18,"reasons":["conf:4","win:tail","comp:junior"],"computed_at":"2026-11-10T06:52:35Z"},"pay":null,"html_url":"https://alion.io/job/pinnacle-bank-financial-advisor","json_url":"https://alion.io/job/pinnacle-bank-financial-advisor.json","meta":{"generated_at":"2026-11-10T11:50:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":27552,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":684897},"rest":"https://alion.io/mcp/rest/get_company?id=684897"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpinnacle-bank-financial-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpinnacle-bank-financial-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpinnacle-bank-financial-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/pinnacle-bank-financial-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpinnacle-bank-financial-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3111715}},{"tool":"search_jobs","arguments":{"company":"pinnbank.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3111715},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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