East Region Financial Advisor

Isabella Bank • Saginaw, MI

1d • Onsite

About The Position

Provide financial advice to clients and generate new business. This role involves meeting with clients to establish goals, analyze financial information, recommend financial plans, monitor outcomes, and manage investments. The Financial Advisor will coordinate the client's financial plan by working with the Isabella Wealth team, attorneys, accountants, and others to achieve client objectives. Additionally, the role includes identifying centers of influence to build relationships and develop a network of potential referral sources, opening, transferring, and closing customer accounts while maintaining appropriate records, cross-selling bank products and services, representing Isabella Bank in community events, and mentoring bank employees to expand financial planning opportunities.

Requirements

• 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
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level