Financial Advisor
Job in
Marquette, Marquette County, Michigan, 49855, USA
Listed on 2026-06-13
Listing for:
IncredibleBank
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Description
We know what you're thinking. "What kind of name is Incredible Bank?"
Well, we're glad you asked.
With a name like Incredible Bank, we have a lot to live up to. Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!). A promise that we strive to be incredible in everything we do. A promise that will help our customers, fellow team members, and our communities to do the incredible.
At Incredible Bank, we're all about ICE. What's ICE? ICE stands for Incredible Customer Experience
TM (that's right - an experience so good and so important we trademarked it). ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking. Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.
So - how can you help us live up to our name?
About the Role:
Incredible Bank (aka Incredible Wealth) offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, comprehensive investment solutions and convenient digital capabilities, together we help you reach your financial goals!
We are eager to discuss the prospect of you joining our team as our next incredible team member!
This position allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own! Duties and responsibilities may include:
- Develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals, understand their financial needs and to offer solutions to those needs. Advisors leverage digital capabilities to drive a reputable, referable client experience.
- Seeks opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures to offer flexible and competitive Wealth Managment solutions, including Bank referrals. Advisors work within their financial institution to generate leads and drive a successful investment program.
- Maintains constructive and positive working relationships with Wealth Managment customers and clients, as well as referral sources, retail branch partners and Business Banking team members.
- Actively participates in the local community and business community at large.
This position will work on-site at our Incredible Bank branch location in Marquette, MI or may be worked on-site from any of our Incredible Bank branch locations across Michigan's Upper Peninsula. Intermittent travel may be required.
About You:
You do what is right over what is easy. You don't settle for good enough. You're driven to learn and grow. You recognize your impact on the customer experience, regardless of your role.
Those attributes are just a few things our incredible employees have in common.
And, we'd be so excited to learn a little more about you and discuss your interest in joining our team! Our recommended and preferred qualifications are:
- Degree in Business, Finance or related field of study preferred, or comparable experience. Previous financial sales experience or exposure preferred.
- Certifications preferred: CFP, CRPC
- Registration requirements:
Series 7, Series 63/66, Series 65/66.
Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we're willing to discuss up front.
And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.
Check out our total rewards package at: https://inc
About the…
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