East Region Financial Advisor

**In order to be considered for this position you must apply online at: **https://www.isabellabank.com/about-us/careers.html # 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.