Position Title: Financial Advisor
Reports To: Financial Advisor
General 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
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.