Financial Services Advisor

4 days ago

Pittsburgh, Pennsylvania, United States Northwest Bank Full time
Job Title: Associate Financial Advisor

At Northwest Bank, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As an Associate Financial Advisor, you will play a key role in developing new business and retaining existing relationships while creating and maintaining relationships with centers of influence and business partners.

Key Responsibilities:
  • Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
  • Maximize technology tools available and provide required reporting on a timely basis
  • Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
  • Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
  • Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
  • Monitor client accounts and transactions on an ongoing basis
  • Cross sell other Northwest products and services and provide branch training on a periodic basis
  • Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
  • Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
  • Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
  • Conduct securities buying and selling as directed by client (licensed representatives)
  • Review financial/investment markets daily
  • Establish a presence with your community
  • Minimize departmental non-payroll costs
  • Sit in Northwest Bank branch offices assigned by Regional Sales Manager
  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Requirements:
  • Bachelor's Degree Finance / related degree preferred
  • 2 - 3 years relevant experience preferred
  • Ability to establish effective working relationships among team members and participate in solving problems and making decisions
  • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
  • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
  • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
  • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

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