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Canadian Lakes Financial Advisor

Posted: 06/23/2024

 

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.

 

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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