Growth-Focused Financial Advisor (Branch Role)

LE001 Northwest Bank; Muncie (IN); On-site; USD 52,000 - 78,000; Full time

Job summary

Northwest Bank in Muncie, IN is seeking an Associate Financial Advisor to develop new business and retain clients while coordinating with centers of influence. You will support a Financial Advisor team, review portfolio performance with clients, and handle service requests.

The role involves conducting securities transactions, educating branch staff, and delivering presentations and seminars to clients. You will need solid knowledge of investments, strong communication, and the ability to work

Qualifications

• Bachelor's degree in Finance or related field preferred.
• 2-3 years relevant experience.
• Ability to analyze client needs and recommend products.
• Strong communication and presentation skills.

Responsibilities

• Assist with setting personal goals and targets and meet and/or exceed annual production guidelines.
• Maximize technology tools available and provide required reporting on a timely basis.
• Cultivate referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community.
• Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives.
• Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
• Monitor client accounts and transactions on an ongoing basis
• Cross sell other Northwest products and services and provide branch training on a periodic basis
• Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
• Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
• Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Conduct securities buying and selling as directed by client (licensed representatives)
• Review financial/investment markets daily
• Establish a presence with your community
• Minimize departmental non-payroll costs
• Sit in Northwest Bank branch offices assigned by Regional Sales Manager

Skills

Client relationship management

Financial analysis

Communication skills

Team collaboration

Education

Bachelor's Degree in Finance or related field

Tools

Microsoft Office

CRM software

Job description

Northwest Bank in Muncie, IN is seeking an Associate Financial Advisor to develop new business and retain clients while coordinating with centers of influence. You will support a Financial Advisor team, review portfolio performance with clients, and handle service requests.

The role involves conducting securities transactions, educating branch staff, and delivering presentations and seminars to clients. You will need solid knowledge of investments, strong communication, and the ability to work