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Canadian Lakes Financial Advisor

icon building Company : Isabella Bank
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Canadian Lakes Financial Advisor

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.

Original job Canadian Lakes Financial Advisor posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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