East Region Financial Advisor

Isabella Bank · Saginaw, MI, USA

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About this role

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…

Excerpt only. The full posting is on the employer’s careers site.

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