Financial Advisor
Listed on 2026-07-01
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Financial Advisor – Full Time (40 Hrs/Wk)
Location: 1140 West Washington Street, Marquette, MI 49855, United States
Employee Type: FT Regular Exempt
Incredible Bank offers an investment services program through Ameriprise Financial Institutions Group. This role involves building long‑term financial planning relationships with clients and driving a successful investment program.
Responsibilities- Develop ongoing financial planning relationships with clients focused on accomplishing their goals.
- Seek opportunities to build relationships and offer flexible, competitive wealth‑management solutions within bank policies.
- Maintain constructive relationships with wealth‑management customers, referral sources, retail branch partners, and business banking team members.
- Actively participate in the local community and business community.
- Degree in Business, Finance, or related field, or comparable experience. Previous financial sales experience or exposure preferred.
- Certifications preferred: CFP, CRPC.
- Registration requirements:
Series 7, Series 63/66, Series 65/66.
Top‑tier benefits and competitive compensation. Eligible employees receive over 30 days off per calendar year, including 18 days of PTO, an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed bank holidays. Comprehensive benefits package available online.
Physically located at the Marquette, MI branch, with optional work on other Upper Peninsula branches. Intermittent travel may be required.
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