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Wealth Advisor & Growth Strategist
Job in
Canadian Lakes, Mecosta County, Michigan, USA
Listed on 2026-07-06
Listing for:
Isabella Bank
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
A financial services institution in Canadian Lakes, MI seeks a skilled financial advisor to provide financial guidance and generate new business. The candidate will establish client goals, analyze financial information, and manage investments while collaborating with a team. Qualifications include a Bachelor's degree in Finance, Accounting, or Business, with a minimum of five years in the financial services industry and three years of successful sales experience.
Strong communication and analytical skills are essential.
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