Associate Financial Advisor
Northwest Bank(11 months ago)
About this role
The Associate Financial Advisor at Northwest is a client-facing investment professional working within the bank’s Wealth Management/Investment Services group. The role is part of a Financial Advisor team focused on serving retail clients’ investment and wealth management needs and representing the firm in the community. The position operates within branch locations and adheres to regulatory and firm policies.
Required Skills
- Client Relations
- Business Development
- Portfolio Review
- Securities Transactions
- Compliance
- Financial Analysis
- Presentation
- Microsoft Office
- Communication
- Teamwork
+2 more
Qualifications
- Bachelor's Degree (Finance or related)
- Series 7
- Series 63
- Series 65
- Series 66
- Life/Accident/Health
About Northwest Bank
northwest.bankBanking built around your business. What makes a great banking partner? A team that acts as an extension of your company. Understands all angles of your business. Develops realistic plans for achieving your current and future goals. All so you can focus on what you do best. See how Northwest 360 can increase the value of you.
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