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Job description
Financial Advisor
Provide financial advice to clients and generate new business.
Responsibilities:
Generate new business opportunities for Isabella Wealth to meet established sales goals.
Meet with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes and manage investments.
Coordinate the clients' financial plan by working with the Isabella Wealth team, attorneys, accountant and others to accomplish the goals and objectives of the client.
Identify centers of influence to build relationships and develop a network of potential referral sources.
Cross sell bank products and services.
Represent Isabella Bank in community events.
Mentor bank employees to expand financial planning opportunities to bank customers.
Other projects as assigned
Qualifications:
Education/Experience:
Bachelors' Degree preferably in Finance, Accounting, or Business
Certified Financial Planner (CFP) or similar designation
Minimum of five years' experience in financial services industry
Three years of successful sales experience
Series 7 & 66 securities licenses preferred
Skills:
Ability to retain clients and develop new business
Goal oriented and self-starter
Demonstrates analytical and decision making skills
Advanced proficiency in verbal and written communication skills
Effectively work as a team member and independently
Proficient computer skills
Isabella Bank is an AA/EEO employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Worksite address
stanwood, MI, 49346, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.