Financial Advisor
Northwest Bank3 days ago
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OnsiteFull-timeSenior
Summary
Northwest Bank is seeking a Financial Advisor to join their team in Danville, PA. The role involves developing new business on the financial services platform and maintaining relationships with various sources of new business.
About the Role
As a Financial Advisor, you will be responsible for developing new business, retaining existing clients, conducting securities transactions, and explaining investment services. You will also maintain ongoing relationships with customers, conduct educational meetings, and ensure compliance with regulations. Your role will require you to analyze financial data, recommend products, and provide training to staff.
About You
Required:
- Bachelor's Degree in Finance or a related field.
- 6 - 8 years of relevant experience.
- Licenses: Series 7, Series 63, and either Series 65 or Series 66.
Preferred:
- Ability to analyze financial data.
- Knowledge of mutual funds, stocks, bonds, and investment markets.
- Experience with Custodian Accounts and Employee Benefits.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health benefits including medical, dental, and vision coverage.
- Retirement savings plan with company match.
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
Danville, PA