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Financial Advisor

This position is responsible for:
The development of new business on both the financial services and trust platforms
Retention of existing business
Initiating contacts for developing and closing new trust business
Cultivating and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
Conducting securities buying and selling
Developing and meeting with prospects to explain the company's investment and trust services
Discussing the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
Maintaining an ongoing relationship with existing customers to retain and develop business
Developing a high community profile
Utilizing the Bank office network for referrals and prospects
Ensuring mailing lists are maintained and participating in marketing initiatives and campaigns
Conducting educational meetings as required
Communicating on the development of new business accounts
Administering certain client accounts as required
Submitting required reports to Regional Manager in a timely fashion as requested
Working as part of a team
Working with onsite equipment
Requirements4 year business finance / related degree preferred, 5-10 years relevant experience preferred, team player, excellent organizational and time management skills, ability to analyze financial data, Series 6 or 7 license / Series 63 and 65 licensed / relevant additional insurance licenses, knowledge of mutual funds, stocks and bonds
Required: New hires must complete and obtain the Series 65 license within six months of hire; incumbents must maintain the Series 65 license throughout their duration in this position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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? 2015- Northwest
Only deposit products offered by Northwest Bank are Member FDIC.
NOTICE: Northwest Bank is not responsible for and has no control over the subject matter, content, information, or graphics of the web sites that have links here. The portal and news features are being provided by an outside source - The bank is not responsible for the content. Please contact us with any concerns or comments.
Northwest Bank, a subsidiary of Northwest Bancshares, Inc., has wholly owned subsidiaries that use the Northwest Bank owned trade, logo and/or services marks "Northwest Advisors, Inc.," "Northwest Retirement Services," and "Northwest Insurance Services" to provide investment and wealth management, actuarial services, recordkeeping services, insurance services and employee benefit plans. Trust and fiduciary services are offered through Northwest Bank.
Investment and Insurance products: (I) are not deposits or other obligations of, nor are they guaranteed by, Northwest Bank or its subsidiaries; (II) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by Northwest Bank or its subsidiaries; and (III) are subject to investment risks, including the possible loss of value.



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