Associate Financial Advisor: Client Growth & Investments

Northwest Bank; Bellevue (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Northwest Bank in the Pittsburgh area seeks an Associate Financial Advisor to help develop new business and retain existing relationships, supporting a Financial Advisor team and assisting with client service requests. The role includes reviewing portfolio performance with clients and conducting securities transactions.

This position emphasizes building community presence, meeting production targets, and ensuring compliance with FINRA/SEC regulations while delivering client-focused service and

Qualifications

• Bachelor's degree in Finance or related field preferred.
• 2-3 years relevant experience.

Responsibilities

• Assist with setting personal goals and targets and meet and/or exceed annual production guidelines.
• Manage client relationships and review portfolio performance with clients.
• Conduct presentations and seminars with prospects and/or clients; coordinate customer documentation and agreements.
• Cross sell other Northwest products and services and provide branch training on a periodic basis.

Education

Bachelor's Degree Finance / related degree preferred

Job description

Northwest Bank in the Pittsburgh area seeks an Associate Financial Advisor to help develop new business and retain existing relationships, supporting a Financial Advisor team and assisting with client service requests. The role includes reviewing portfolio performance with clients and conducting securities transactions.

This position emphasizes building community presence, meeting production targets, and ensuring compliance with FINRA/SEC regulations while delivering client-focused service and