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Associate Financial Advisor: Client & Portfolio

Job in State College, Centre County, Pennsylvania, 16801, USA
Listing for: Northwest-Bank
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Associate Financial Advisor: Client Growth & Portfolio Support

Northwest Bank is seeking an Associate Financial Advisor to develop new business and maintain existing relationships. This role encompasses working closely with clients to review portfolio performance and provide comprehensive financial services.

The ideal candidate will have a Bachelor's degree in finance or a related field, along with 2-3 years of relevant experience. Knowledge of investment products, strong communication skills, and the ability to analyze financial data are essential.

Licenses required upon hire include Series 7 and 63. This position is located in State College, Pennsylvania.

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Position Requirements
10+ Years work experience
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