Associate Financial Advisor - Client Growth & Portfolio Support

Northwest Bank; Bridgeville (Allegheny County); On-site; USD 60,000 - 85,000; Full time

Job summary

Northwest Bank is seeking an Associate Financial Advisor to develop new business and maintain client relationships in Bridgeville, PA. The role supports a Financial Advisor team, conducts securities transactions, and communicates with clients and centers of influence.

The candidate will review portfolio performance, handle client service requests, and participate in branch meetings. A finance-related bachelor's degree and 2–3 years of experience are preferred, with required

Qualifications

• Bachelor's degree in Finance or related field required or preferred.
• 2–3 years of relevant experience.
• Strong analytical and interpersonal skills.

Responsibilities

• Develop new business and retain existing client relationships.
• Meet with clients and conduct portfolio reviews and seminars.
• Cross-sell Northwest products and services to clients.
• Ensure compliance with FINRA/SEC and internal policies.

Skills

Communication skills

Active listening

Team collaboration

Education

Bachelor's degree in Finance or related

Tools

Microsoft Office

Job description

Northwest Bank is seeking an Associate Financial Advisor to develop new business and maintain client relationships in Bridgeville, PA. The role supports a Financial Advisor team, conducts securities transactions, and communicates with clients and centers of influence.

The candidate will review portfolio performance, handle client service requests, and participate in branch meetings. A finance-related bachelor's degree and 2–3 years of experience are preferred, with required