Client-Focused Associate Financial Advisor

Northwest; Washington, Northern (Washington County, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Northwest is seeking an Associate Financial Advisor to help grow client relationships in Bellevue, Cranberry Township, Washington, Bridgeville, and surrounding PA locations. You will support a Financial Advisor team, conduct client meetings, and help manage portfolios while ensuring regulatory compliance.

The role emphasizes proposing suitable investment solutions, maintaining client service standards, and actively engaging with centers of influence to develop new business opportunities.

Qualifications

• Bachelor's degree in Finance or related field preferred.
• 2–3 years of relevant work experience.
• Ability to establish effective relationships with clients and centers of influence.
• Knowledge of mutual funds, stocks, bonds, and investment products.
• Licensing requirements include Series 7, Life/Acc/Health, and Series 63/65 or 66.

Responsibilities

• Assist with developing new business and retaining existing relationships.
• Conduct securities transactions and client service requests as needed.
• Prepare financial profiles and analyze client needs to recommend products.
• Deliver presentations and conduct seminars for prospects and clients.
• Ensure compliance with FINRA/SEC regulations and internal policies.
• Collaborate with Financial Advisor team and centers of influence.

Skills

Relationship building

Client service

Financial analysis

Team collaboration

Communication

Education

Bachelor's degree in Finance or related

Job description

Northwest is seeking an Associate Financial Advisor to help grow client relationships in Bellevue, Cranberry Township, Washington, Bridgeville, and surrounding PA locations. You will support a Financial Advisor team, conduct client meetings, and help manage portfolios while ensuring regulatory compliance.

The role emphasizes proposing suitable investment solutions, maintaining client service standards, and actively engaging with centers of influence to develop new business opportunities.