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
- 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
- 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.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.
Skills Required
- Bachelor’s degree, preferably in Finance, Accounting, or Business
- Certified Financial Planner (CFP) or similar designation
- Minimum five years of experience in the financial services industry
- Three years of successful sales experience
- Series 7 securities license
- Series 66 securities license
- Client retention and new business development ability
- Analytical and decision-making skills
- Advanced verbal and written communication skills
- Proficient computer skills
What We Do
Isabella Bank Corporation is a financial services holding company offering a wide array of financial products and services in mid-Michigan. Its banking subsidiary, Isabella Bank, offers banking services through 31 locations, 24-hour banking services locally and nationally through shared automatic teller machines, online banking, and direct deposits to businesses, institutions, and individuals. Lending services offered include commercial real estate loans and lines of credit, agricultural loans, residential real estate loans, consumer loans, and credit cards. Deposit services include interest and noninterest bearing checking accounts, savings accounts, money market accounts, and certificates of deposit. Other related financial products include trust services, safe deposit box rentals, credit life insurance, and brokerage products through Raymond James Financial Services. Active competition, principally from other commercial banks, savings banks and credit unions, exists in all of the Bank’s principal markets. The Corporation’s results of operations can be significantly affected by changes in interest rates or changes in the local economic environment.
