Pinnacle Bank
The Financial Advisor role involves developing and maintaining customer portfolios while providing comprehensive financial planning for clients. The position requires prospecting new business, cross-selling banking services, and ensuring compliance with all policies and procedures. This role demands strong communication skills, problem-solving abilities, and the capacity to manage multiple tasks within strict time constraints.
Headquarters
Elkhorn, Nebraska, United States
Company Size
1001-5000 employees
Founded
1938
Pinnacle Bank is a regional community bank serving Nebraska, Missouri and Kansas with personal and business banking products, including checking, mortgages, commercial banking, auto loans, credit cards, investing and retirement planning. The bank offers online and mobile banking, FDIC-insured deposits, and wealth management resources for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Pinnacle Bank.
Pinnacle Bank didn’t post a salary, so this is our estimate from similar listings.