FINANCIAL ADVISOR

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  "last_changed_at": "2026-05-31T17:46:02.444Z",
  "active_status": "active"
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{
  "language": "en",
  "location": {
    "raw": "Loveland, Colorado, Loveland, Colorado",
    "city": "Loveland",
    "region": "CO",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": 0,
  "salary_min": 0,
  "inferred_at": "2026-06-06T11:08:28.258Z",
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    "language": "en",
    "location": {
      "raw": "Loveland, Colorado, Loveland, Colorado",
      "city": "Loveland",
      "region": "CO",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
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  "remote_policy": null,
  "salary_period": null,
  "workplace_type": "on_site",
  "salary_currency": null
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{}

{
  "id": "506949",
  "job": {
    "id": "513792",
    "division": null,
    "department": {
      "id": "42210",
      "name": "1302-Greeley Investment"
    },
    "requisition_id": "PIN-2347",
    "structure_custom_group_one": null
  },
  "url": "https://pinnbank.pinpointhq.com/en/postings/797dbf4f-be6e-467f-97f6-3a02bee872ee",
  "path": "/en/postings/797dbf4f-be6e-467f-97f6-3a02bee872ee",
  "title": "FINANCIAL ADVISOR ",
  "benefits": "",
  "location": {
    "id": "35848",
    "city": "Loveland",
    "name": "Loveland, Colorado",
    "province": "Colorado",
    "postal_code": "80537"
  },
  "deadline_at": "2026-07-30T23:59:59-05:00",
  "description": "<div><!--block--><strong>GENERAL SUMMARY</strong>:</div><div><!--block-->Develops and maintains customer portfolio.&nbsp; Responsible for comprehensive financial planning for clients</div><div><!--block--><strong>&nbsp;</strong></div><div><!--block--><strong>RESPONSIBILITIES AND DUTIES</strong>:</div><ol><li><!--block-->Prospects new customers and solicits new business with assistance from Financial Advisor Officer or manager. &nbsp; Cross-sells other banking services to new and existing customers.&nbsp; Maintains on-going customer contact to ensure good customer relations. &nbsp;</li><li><!--block-->Assists with comprehensive financial planning for clients and periodic client review.</li><li><!--block-->Be in compliance, following all policies and procedures.</li><li><!--block-->Participates in department meetings.</li><li><!--block-->Participates in civic and community organizations, representing the bank, but following personal interests. &nbsp;</li><li><!--block-->Regular and reliable attendance.</li><li><!--block-->Performs other related duties as assigned by management.</li></ol><div><!--block-->&nbsp;</div><div><!--block--><strong>KNOWLEDGE, SKILL, AND ABILITIES</strong>:</div><ul><li><!--block-->Knowledge of securities and investment products, policies and procedures</li><li><!--block-->Knowledge of financial planning for individuals and business</li><li><!--block-->Knowledge of sales and marketing practices and principles.</li><li><!--block-->Skill in communicating with customers and co-workers in courteous and professional manner.</li><li><!--block-->Skill in problem solving.</li><li><!--block-->Ability to maintain a high level of confidentiality.</li><li><!--block-->Ability to work within strict time constraints and handle multiple tasks simultaneously.</li></ul><div><!--block-->&nbsp;</div><div><!--block--><strong>EDUCATION AND EXPERIENCE</strong>:</div><ul><li><!--block-->College degree preferred. &nbsp;</li><li><!--block-->Prefer 1 -2 years’ experience&nbsp;</li></ul><div><!--block-->&nbsp;</div><div><!--block--><strong>PHYSICAL REQUIREMENTS</strong>:</div><div><!--block-->&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div><div><!--block--><strong>Seeing</strong>: <strong>75-100%</strong></div><div><!--block-->Must be able to greet customers read documents, use computer&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div><div><!--block--><strong>Hearing</strong>: <strong>75-100%</strong></div><div><!--block-->Must be able to communicate with customers and co-workers&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div><div><!--block--><strong>Standing/Walking: 25-49%</strong></div><div><!--block-->Must be able to visit customer&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div><div><!--block-->&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div><div><!--block--><strong>Climbing/Stooping/Kneeling: 0-24%</strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</div><div><!--block-->&nbsp;</div><div><!--block--><strong>Fingering/ Grasping/Feeling: 75-100%</strong></div><div><!--block-->Must be able to use computer, write&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</div><div><!--block-->&nbsp;</div><div><!--block--><strong>PHYSICAL DIMENSIONS</strong>:</div><div><!--block-->Medium Work:&nbsp; 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.&nbsp; Job involves sitting most of the time and walking and standing some of the time.</div><div><!--block-->&nbsp;</div><div><!--block-->NOTE:<strong>&nbsp; </strong>The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.&nbsp; They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.</div>",
  "compensation": "100% Commission",
  "reporting_to": "",
  "workplace_type": "onsite",
  "benefits_header": "",
  "employment_type": "full_time",
  "workplace_type_text": "Onsite",
  "compensation_maximum": null,
  "compensation_minimum": null,
  "compensation_visible": true,
  "employment_type_text": "Full Time",
  "key_responsibilities": "Series 7 & 66 Licenses Required ",
  "compensation_currency": null,
  "compensation_frequency": null,
  "skills_knowledge_expertise": "",
  "key_responsibilities_header": "More Details",
  "skills_knowledge_expertise_header": ""
}