At Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Advisor Assistant (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing loans, establishing, and servicing deposit relationships, and ensuring the accuracy of critical data to mitigate risk.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:
POSITION STATUS: NON-EXEMPT
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
LA VISTA, NE
1,000 - 3,000
$200M - $500M
Weve always taken 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. Its been that way since the very beginning and continues today. We started back in 1938, during the height of the Great Depression in Palmer, Nebraska. Brothers George and Tom Dinsdale, along with some friends, decided to pool their resources to open a bank in their community. Their genuine approach earned the trust of their community and helped the bank grow. Today, we operate a network of more than 151 locations with over $10.8 B ...in assets. We are proud to be part of communities across Nebraska, Colorado, Wyoming, Texas, Kansas, Missouri, and New Mexico. Even though a lot has changed in banking over the years, our commitment to our customers and community has remained the same. We invest in technologies and solutions that make banking more accessible and convenient to our customers. And even as we expand our online and on the go options, our personal, local service is always within reach. Youll find our people today are still cut from the same cloth as the founding Dinsdales. Good people, running good banks, in good towns.
The job skills required for Financial Advisor Assistant include Written Communication, Microsoft Office, Verbal Communication, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor Assistant positions, which can be used as a reference in future career path planning. As a Financial Advisor Assistant, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor Assistant. You can explore the career advancement for a Financial Advisor Assistant below and select your interested title to get hiring information.