Financial Advisor
Northwest Bank(5 months ago)
About this role
A Financial Advisor responsible for developing new business on the firm’s financial services platform and maintaining relationships with referral sources and existing clients. The role advises clients on financial planning and investment services, conducts securities transactions, and administers client accounts. The position emphasizes community engagement, client profiling, and leveraging internal networks to grow and retain assets.
Required Skills
- Business Development
- Client Retention
- Prospecting
- Securities Trading
- Financial Analysis
- Relationship Management
- Compliance
- Account Administration
- Marketing
- Presentations
+2 more
Qualifications
- Bachelor's Degree in 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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