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.
• Opens, transfers, and closes customer accounts while maintaining appropriate account records.
• 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
• Willingness to continuously learn investment products, industry rules and regulations and financial planning.
• 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.