Canadian Lakes Financial Advisor

Description

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.
• 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
• Minimum of five years’ experience in financial services industry
• Three years of successful sales experience

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

Isabella Bank is an AA/EEO employer.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.