FINANCIAL ADVISOR

• Act as a primary point of contact for clients in partnership with the Lead Financial Advisor and Registered Assistant.
• Support delivery of comprehensive financial planning by preparing plan components, running reports, and gathering client data.
• Provide timely follow-up on client needs, service requests, and meeting action items.
• Participate in client meetings with the Lead Advisor, assist with meeting prep, and document outcomes.
• Work closely with the Lead Advisor and Registered Assistant to maintain a smooth, efficient, and client-focused team environment.
• Coordinate internal processes, maintain task tracking, and ensure the team is aligned on deadlines and client priorities.
• Contribute ideas for team improvements, client engagement strategies, and operational efficiencies.
• Open new accounts and manage updates, paperwork, transfers, money movements, and document retention.
• Execute trades and rebalance portfolios under the direction of the Lead Financial Advisor.
• Ensure all workflows meet compliance standards and regulatory requirements.
• Assist the Lead Advisor with prospecting activities, follow-up, and preparation of proposal materials.
• Support team marketing efforts, client communications, and outbound engagement.
• Identify opportunities for cross-selling additional bank and investment services based on client needs.
• Regularly exercising independent judgement and discretion over matters of significance. 
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 
• Effective communication and collaboration are essential for this role. While remote work may be available periodically, there are times when being in the office is necessary to maintain our collaborative efforts. Therefore, this position cannot be primarily performed remotely.

• Strong understanding of investment products, financial planning concepts, and advisory workflows.
• Excellent communication and relationship-building skills with clients and internal team members.
• High attention to detail, strong follow-through, ability to manage multiple tasks.
• Professionalism, confidentiality, and adaptability in a team-driven culture.
• Proficiency with Microsoft Word, Excel, and ability to learn new software quickly.

• Bachelor’s Degree
• Series 7/66 Securities License.
• Prefer 2-3 years experience in financial planning or related experience.

More Details
Series 7/66 Licensed and 3-5 Years Experience
About
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.We also offer personal banking services, including accounts, mortgages, personal loans and technology products.We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress.We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other Full-Time benefits include:8 paid holidays*17 PTO days each year for the first five years of employment.* After five years, 22 PTO days each year.*After ten years, 27 PTO days each year.* Employees must also complete the 90-day introductory period prior to accruing PTO.*New employees will receive 16 hours of paid sick time upon their hire date.*Health, dental, prescription drug card, vision, and voluntary life insurance plansHealth Savings Account with employer contributionsFlexible medical and dependent care spending plansParental Leave after one year of full-time employment401K plan after 3 months and start of next quarter with employer contributions and profit sharing Free checking account and basic printed checksFree safe deposit box$50,000 group term life insuranceLong term disability insuranceEmployee Assistance ProgramEducational Assistance*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].