Associate Financial Advisor
Northwest Bank(6 days ago)
About this role
The Associate Financial Advisor supports a Financial Advisor team by developing new business, maintaining client relationships, and providing financial services and advice. The role involves client interactions, securities transactions, and ensuring compliance with regulations, all in a community-focused environment.
Required Skills
- Financial Planning
- Client Relationship
- Securities Trading
- Financial Analysis
- Investment Products
- Communication
- Regulatory Compliance
- Microsoft Office
- Portfolio Management
- Customer Service
Qualifications
- Series 7
- Series 63
- Series 65
- Bachelor's Degree
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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