Associate Financial Advisor — Growth & Relationships

Northwest Bank; Muncie (IN); On-site; USD 60,000 - 85,000; Full time

Job summary

Northwest Bank is seeking an Associate Financial Advisor in Muncie, IN to develop new business and retain relationships. You will work with a team to manage client portfolios, conduct reviews, and present financial solutions while maintaining compliance with FINRA/SEC rules.

Ideal candidates have a finance degree, 2-3 years of experience, and professional licenses (Series 7/63/65/66). The role involves community engagement and ongoing reporting to management.

Qualifications

• Bachelor's degree in Finance or related field required
• 2-3 years relevant experience in financial advisory
• Ability to analyze financial data and investment markets
• Knowledge of mutual funds, stocks and bonds, and investment products
• Licensing in Series 7/63/65/66 as applicable upon hire

Responsibilities

• Assist with development of new business and retention of existing relationships
• Manage client relationships and review portfolio performance with clients
• Conduct securities transactions and client meetings/seminars
• Cross-sell Northwest products and services and provide branch training
• Ensure compliance with FINRA/SEC regulations and internal policies
• Establish a presence in the community and support reporting requirements

Skills

Financial data analysis

Client communication

Relationship building

Active listening

Education

Bachelor's degree in Finance or related field

Series 7

Series 63

Series 65

Series 66

Tools

Microsoft Office

Job description

Northwest Bank is seeking an Associate Financial Advisor in Muncie, IN to develop new business and retain relationships. You will work with a team to manage client portfolios, conduct reviews, and present financial solutions while maintaining compliance with FINRA/SEC rules.

Ideal candidates have a finance degree, 2-3 years of experience, and professional licenses (Series 7/63/65/66). The role involves community engagement and ongoing reporting to management.