Associate Financial Advisor - Growth & Client Relationships

Northwest; Muncie (IN); On-site; USD 52,000 - 78,000; Full time

Job summary

Northwest is seeking an Associate Financial Advisor in Muncie, IN to help grow new business and retain existing relationships. The role supports a Financial Advisor team, analyzes client portfolios, and conducts client service requests and meetings to discuss investment strategies.

The ideal candidate has a finance degree and 2–3 years of relevant experience, with required licenses (Series 7, Series 63/65/66, Life/Acc/Health).

Qualifications

• Bachelor's degree in Finance or related field preferred.
• 2–3 years relevant experience in financial advisory.
• Licenses: Series 7, Series 63/65/66, and Life/Acc/Health in relevant states upon hire.

Responsibilities

• Support a Financial Advisor team and assist with new business and client service requests.
• Develop and maintain relationships with clients and centers of influence; present and review portfolios with clients.
• Perform securities transactions as directed and conduct branch meetings as required.
• Analyze client needs and recommend suitable products and services; monitor accounts and prepare required reports.

Skills

Relationship skills

Communication

Active listening

Time management

Decision making

Financial analysis

Teamwork

Problem solving

Education

Bachelor's Degree in Finance

Tools

Microsoft Office

Job description

Northwest is seeking an Associate Financial Advisor in Muncie, IN to help grow new business and retain existing relationships. The role supports a Financial Advisor team, analyzes client portfolios, and conducts client service requests and meetings to discuss investment strategies.

The ideal candidate has a finance degree and 2–3 years of relevant experience, with required licenses (Series 7, Series 63/65/66, Life/Acc/Health).