Financial Advisor — Canadian Lakes

Job overview

The Financial Advisor — Canadian Lakes role is onsite in Stanwood, MI; compensation is not specified. The advisor supports Isabella Wealth and represents Isabella Bank in the community. The role provides financial advice, develops new business, and coordinates client financial plans with the Isabella Wealth team and other professionals to help clients pursue their goals.

What you'll do

• Generate new business for Isabella Wealth
• meet clients to establish goals, analyze financial information, recommend plans, monitor outcomes, and manage investments
• coordinate plans with the wealth team, attorneys, and accountants
• develop referral relationships
• cross-sell bank products and services
• represent the bank at community events
• mentor bank employees on financial planning opportunities.

What we're looking for

Skills & competencies

financial advisor

canadian lakes

stanwood mi

isabella bank

financial planning

client relationships

investment management

business development

referral network

banking

Work arrangement

• Weekend coverage required

Why this role

The posting seeks a bachelor’s degree, a CFP or similar designation, at least five years of financial services experience, and three years of successful sales experience; Series 7 and 66 licenses are preferred.

About the employer

Isabella Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.