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.