Financial AdvisorProvide financial advice to clients and generate new business.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 assignedEducation/Experience:Bachelors' Degree preferably in Finance, Accounting, or BusinessCertified Financial Planner (CFP) or similar designationMinimum of five years' experience in financial services industryThree years of successful sales experienceSeries 7 & 66 securities licenses preferredSkills:Ability to retain clients and develop new businessGoal oriented and self-starterDemonstrates analytical and decision making skillsAdvanced proficiency in verbal and written communication skillsEffectively work as a team member and independentlyProficient computer skillsIsabella 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.
Canadian Lakes Financial Advisor in stanwood at Unknown Company
This position is listed as full time and onsite.