Canadian Lakes Financial Advisor
Job Description
Job Description
Position Title: Financial Advisor Reports To: Financial AdvisorGeneral Purpose:
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
- 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
- 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.
Recommended Jobs
Biomedical Equipment Technician (BMET)- Level III
Job Title BMET III Location Presque Isle, ME Description The Biomedical Equipment Technician Level III is a senior role responsible for performing advanced maintenance, calibrati…
Financial Director - Contractual
Job Description Job Description ROLES AND RESPONSIBILITIES Direct and oversee departmental budgeting, forecasting, and financial planning activities. Monitor revenues, expenditures, grants,…
Staff Accountant
Job Description Job Description We are looking for a detail-oriented Staff Accountant to support core accounting operations in Michigan. This role is well suited for an early-career candidate who…
Manager, Sourcing
What you will do - Join a high-impact sourcing team supporting one of Stryker's most critical manufacturing sites. As a Sourcing Manager, you'll drive strategic sourcing initiatives that directly…
Sr. Purchasing Specialist
Job Description Job Description Description: Summary of Essential Duties and Responsibilities: Oversight of all procurement items within the organization. Maintain compliance with all comp…
CNC Set-Up Operator-2nd Shift
At Emerson, we are driven by precision, quality, and continuous improvement. We are seeking a CNC Set-Up Operator to join our 2nd shift team in Sandusky, where you will play a critical role in support…
Quality Engineer
Job Description Job Description Description: Job Title: Quality Engineer Company: JTEKT Column Systems North America Job Type: Full-Time About Us: JTEKT Column Systems North America is …
Automotive Photographer
Description Position at Dealer Specialties Dealer Specialties is looking for a Vehicle Photographer to join our dynamic team. We offer a desirable work environment that allows you to work independ…
Professional Surveyor P.S.
Company Boss Engineering Company, a leading civil engineering / surveying consulting firm headquartered in Howell, MI, seeks motivated, team oriented, professionals for our corporate office. Job Des…
Serra Rochester Hills
Serra Rochester Hills (Ford, Buick, GMC) is part of the Serra Automotive Group one of the largest and fastest growing automotive retailers in the nation. Founded in 1973 by Al Serra, today Serra con…