Financial Services Advisor

13 hours ago


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

The Associate Financial Advisor is a key member of our Financial Advisor 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.

Key Responsibilities
  • Assist in the development of new business and retention of existing relationships
  • Analyze financial data and make informed recommendations to clients
  • Communicate effectively with clients, team members, and management
  • Conduct securities transactions and hold educational branch meetings as required
  • Submit required reports in a timely fashion
Requirements
  • Bachelor's Degree in Finance or related field
  • 3 years of relevant experience preferred
  • Ability to establish effective working relationships among team members
  • Ability to present and express ideas clearly and concisely
  • Ability to analyze financial data and make informed recommendations
Preferred Qualifications
  • Series 7, 63, 65, or 66 licenses
  • Knowledge of mutual funds, stocks, and bonds
  • Knowledge of investment markets and general economic fundamentals

Northwest Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities



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