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.