About this role
Canadian Lakes Financial Advisor at Isabella Bank. Location: Stanwood, Michigan, United States. Role: generating opportunities, meeting clients, coordinating planning Requirements: Five years in financial services; CFP or similar designation; Series 7/66 licenses preferred; Bachelor's in Finance, Accounting, or Business. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English