Job summary
Job post source
This job is directly from Isabella Bank
Job overview
The Financial Advisor at Isabella Bank will provide financial advice to clients while generating new business opportunities for Isabella Wealth.
Responsibilities and impact
Daily responsibilities include meeting with clients to analyze financial information, recommending financial plans, managing investments, and coordinating with the Isabella Wealth team and other professionals to achieve client goals.
Experience and skills
Candidates should have a Bachelor's Degree in Finance, Accounting, or Business, a CFP designation, at least five years of experience in the financial services industry, and three years of successful sales experience.
Company information
Isabella Bank is an AA/EEO employer that values diversity and inclusion, providing equal opportunities to all employees and applicants.
Company overview
Isabella Bank is a community bank that provides a range of financial services including personal and business banking, loans, mortgages, and investment services. Established in 1903, it has a long history of serving the financial needs of its local communities in Michigan. The bank generates revenue through interest on loans, service fees, and investment income. Known for its customer-centric approach, Isabella Bank emphasizes personalized service and community involvement, making it a trusted financial partner in the region.
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