Associate Financial Advisor: Client Growth Leader

LE001 Northwest Bank; Bellevue (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

Northwest Bank is seeking an Associate Financial Advisor to help grow the business by developing new relationships and retaining existing ones. You will support a Financial Advisor team, analyze client portfolios, and conduct information meetings to recommend suitable investment solutions.

Strong communication and a client-service mindset are essential. In this role, you will coordinate with internal departments, manage client requests, and participate in educational branch meetings as required

Qualifications

• Strong communication and interpersonal skills.
• Ability to analyze financial data and needs.
• Proven ability to work in a team and deliver client service.

Responsibilities

• Develop new business and retain existing relationships.
• Assist Financial Advisor team with client management and reports.
• Conduct client meetings and analyze portfolio performance.

Skills

Communication

Analytical thinking

Teamwork

Customer service

Education

Bachelor's degree in Finance or related field

Job description

Northwest Bank is seeking an Associate Financial Advisor to help grow the business by developing new relationships and retaining existing ones. You will support a Financial Advisor team, analyze client portfolios, and conduct information meetings to recommend suitable investment solutions.

Strong communication and a client-service mindset are essential. In this role, you will coordinate with internal departments, manage client requests, and participate in educational branch meetings as required