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Financial Services Representative

1 month ago

Pittsburgh, Pennsylvania, United States Northwest LLC Full time
Job Summary

The Associate Financial Advisor is a key member of our Financial Services team, responsible for developing new business and retaining existing relationships. This role requires strong communication and interpersonal skills, as well as the ability to analyze financial data and make informed recommendations to clients.

Key Responsibilities
  • Assist in the development of new business opportunities and maintain existing client relationships
  • Analyze financial data and make informed recommendations to clients
  • Conduct presentations, meetings, and account reviews with clients
  • Monitor client accounts and transactions on an ongoing basis
  • Cross-sell other Northwest products and services
  • Recommend new marketing initiatives and potential new business opportunities
  • Ensure compliance with Northwest Investment Services and broker-dealer policies and procedures
Requirements
  • Bachelor's degree in Finance or related field preferred
  • 3 years of relevant experience preferred
  • Series 7, Life/Acc/Health, Series 63, Series 65 or Series 66 licenses
What We Offer

Northwest LLC offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.