Client-First Financial Advisor Associate
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Northwest Bank is seeking an Associate Financial Advisor in Lockport, NY. The role supports a Financial Advisor team, develops new business, and maintains client relationships.
You will review portfolio performance with clients and handle service requests, while conducting securities transactions and educational branch meetings as required. The position requires Series 7, 63, 65 and 66 licenses, a bachelor’s degree in finance or related field, and 2–3 years of relevant experience.
The Client-First Financial Advisor Associate role at Northwest Bank is now open for applications in Carlisle Gardens, NY, United States.
Learn more about the Client-First Financial Advisor Associate role in the description above.
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Join Northwest Bank and contribute to our ongoing work.
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Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).