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Financial AdvisorChoiceOne BankSaginaw, Michigan, United States

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Financial Advisor

ChoiceOne Bank
  • US
    Saginaw, Michigan, United States
  • US
    Saginaw, Michigan, United States

Über

Job Description

Job Description

Description:

Financial Advisor

Exempt – Grade Level 8

Equal Employment Opportunity


Corporate Values & Mission

“Provide superior service, quality advice, and show utmost respect to everyone we meet.”


General Summary

The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.


He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment.


Reports to: Financial Advisor Team Lead


Essential Duties & Responsibilities

  • Partner closely with Retail
  • Saginaw, Michigan, United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

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