Associate Financial Advisor
a day ago
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OnsiteFull-timeEntry
Summary
Northwest Bank is seeking an Associate Financial Advisor to join their team in St Marys, PA. The role involves developing new business, managing client relationships, and supporting a Financial Advisor team.
About the Role
As an Associate Financial Advisor, you will assist in setting personal goals, maximize technology tools for reporting, cultivate referrals, complete financial profiles, perform presentations and account reviews, monitor client accounts, cross-sell products, ensure compliance with regulations, and establish a community presence.
About You
Required:
- Bachelor's Degree in Finance or a related field.
- 2 - 3 years of relevant experience.
- Series 7 license.
- Life/Accident/Health license.
- Series 63 and 65 or 66 licenses.
Preferred:
- Ability to analyze financial data.
- Knowledge of mutual funds, stocks, and bonds.
- Knowledge of investment markets and economic fundamentals.
- Knowledge of Custodian Accounts and IRA's.
- Knowledge of Fiduciary, ERISA, and brokerage account types.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package including health, dental, and vision insurance.
- Opportunities for professional development and continuing education.
Northwest Bank
For more than 125 years, Northwest Bank has been committed to bettering the lives of our employees, our customers and the communities we serve. Today, we are proudly known for the award-winning customer service we offer at locations throughout Pennsylvania, New York, Indiana and Ohio. So no matter where you are on your financial journey, Northwest Bank is here—for what’s next. Northwest Bank Member FDIC Equal Housing Lender
St Marys, PA