Financial Advisor
Northwest Bank(2 months ago)
About this role
A Financial Advisor - VC focuses on developing new business for a financial services platform and maintaining relationships with referral sources such as company officials, underwriters, attorneys, and accountants. The role advises corporate and individual clients on investment strategies, financial planning and account administration while ensuring regulatory compliance and contributing to firm growth.
Required Skills
- Business Development
- Relationship Management
- Investment Analysis
- Securities Trading
- Financial Planning
- Compliance
- Account Management
- Client Retention
- Marketing
- Presentations
Qualifications
- Bachelor's Degree
- Series 7
- Life/Acc/Health License
- Series 63
- Series 65
- Series 66
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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