Northwest Bank

Financial Advisor

Northwest Bank

6 months ago
Williamsport, PA
Onsite
Full Time
Senior
0 applicants
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Northwest Bank
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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.

Skills

Qualifications

Bachelor's Degree in Finance or RelatedSeries 7Series 63Series 65Series 66
Northwest Bank

About Northwest Bank

northwest.bank

Banking 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.

About Northwest Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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