Talent.com
Financial Advisor

Financial Advisor

OpportunitiesWilliamsport, PA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Financial Advisor

Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances. The Financial Advisor will also discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status. Essential Functions Develop new business on the financial services platform Retain existing business Initiate contacts for developing and closing new business Conduct securities buying and selling Develop and meet with prospects to explain Northwest's investment services Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status Maintain an ongoing relationship with existing customers to retain and develop business Develop a high community profile Utilize Northwest office network for referrals and prospects Ensure mailing lists are maintained and participating in marketing initiatives and campaigns Conduct educational meetings as required Communicate on the development of new business accounts Administer certain client accounts as required Assist with setting personal goals and targets Meet and / or exceed annual production guidelines Cultivate potential 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 prepare proposals Recommend products and services accordingly, taking into account all available alternatives Perform presentations, meetings, and seminars with prospects Finalize new agreements and all supporting new account documentation with customers Cross-sell other Northwest products and services Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis Ensure compliance with FINRA / SEC regulations and requirements (licensed representatives) Provide required reporting on a timely basis Monitor client accounts on an ongoing basis Review customer account transactions daily Coordinate customer documentation and agreements Schedule client meetings on a periodic basis Conduct regular investment / relationship reviews as required to retail client relationship, and securities buying and selling as directed by client (licensed representatives) Complete timely buying and selling (licensed representatives) Oversee / schedule client distributions / bill payments Review financial / investment markets daily Ensure total document and data integrity Develop a high community profile Initiate and author client correspondence Assure accurate information passed to Operations Oversee system coding on individual accounts Adhere to stated fee schedules Minimize nonstandard fee schedules Additional Essential Functions Ensure compliance with Northwest's policies and procedures, and Federal / State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Additional Responsibilities Assist with setting personal goals and targets Recommend improvements to sales and procedures Recommend new marketing initiatives / potential new business opportunities Recommend additions to product and services offerings Complete special projects as they are assigned Safety and Health for Supervisors without Direct Reports Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program Consistently and fairly enforce safe work practices Ensure that each employee knows what to do in the event of an emergency

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education Bachelor's Degree in Finance / Related Degree Preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Employee Benefits Licenses and Certifications Series 7 Life / Accident / Health Series 63 Series 65 or Series 66

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

serp_jobs.job_alerts.create_a_job

Financial Advisor • Williamsport, PA, US

Job_description.internal_linking.related_jobs
Financial Advisor

Financial Advisor

Bill Good MarketingLewisburg, PA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Are you a licensed advisor who thrives on building meaningful client relationships—not chasing quotas? Do you enjoy financial planning, value working as part of a team, and want to make a lasting i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist

Licensed Marriage and Family Therapist

HeadwayPA, United States
serp_jobs.job_card.full_time
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Home Health Physical Therapist $20,000 Bonus

Home Health Physical Therapist $20,000 Bonus

Residential Home Health and HospiceMill Hall, PA, United States
serp_jobs.job_card.full_time
We are offering dynamic full-time career opportunities for recent graduates to launch their professional journey.At Residential Home Health and Hospice (Residential), were looking to add to our ext...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Hematologist Oncologist - $210k+ Recruitment Incentive & Attractive Work Schedule

Hematologist Oncologist - $210k+ Recruitment Incentive & Attractive Work Schedule

GeisingerMuncy, PA, United States
serp_jobs.job_card.full_time +1
Geisinger is seeking a BC / BE Medical Oncologist to join our growing cancer program at Geisinger Medical Center Muncy in Muncy, PA. Geisinger offers a unique opportunity for early career and experien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Nutrition Services Aide

Nutrition Services Aide

Encompass HealthLock Haven, PA, US
serp_jobs.job_card.full_time +1
Nutrition Service Aide Career Opportunity.Appreciated for your Nutrition Services work.Are you on the lookout for a career close to home and heart? As a Nutrition Services Aide, you will play a cru...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Travel Occupational Therapist - $1,721 per week

Travel Occupational Therapist - $1,721 per week

Host HealthcareWilliamsport, PA, United States
serp_jobs.job_card.full_time
Host Healthcare is seeking a travel Occupational Therapist for a travel job in Williamsport, Pennsylvania.Job Description & Requirements. Host Healthcare Job ID #a1fVJ000002daVWYAY.Pay package is ba...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Expert

Tax Expert

IntuitSunbury, PA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Home Health Physical Therapist PRN

Home Health Physical Therapist PRN

Residential Home Health and HospiceLock Haven, PA, United States
serp_jobs.job_card.full_time
At Residential Home Health and Hospice (‘Residential’), we’re looking to add to our extraordinary care team.Grounded by our belief that outstanding care is best delivered in a team-based environmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

OpportunitiesDanville, PA, US
serp_jobs.job_card.full_time
Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Advisor - Lewisburg / Williamsport, PA

Financial Advisor - Lewisburg / Williamsport, PA

Corebridge FinancialLewisburg, PA, US
serp_jobs.job_card.full_time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Protection Planning Attorney

Wealth Protection Planning Attorney

Steinbacher Goodall & YurchakWilliamsport, PA, US
serp_jobs.job_card.full_time +1
Are you a seasoned attorney ready to make a meaningful impact while enjoying the flexibility of remote work? Our passionate law firm is growing, and we’re looking for a driven legal professio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Home Health Physical Therapist - $80K-120K per year

Home Health Physical Therapist - $80K-120K per year

Graham Healthcare GroupMontandon, PA, United States
serp_jobs.job_card.full_time
Graham Healthcare Group is seeking a Home Health Physical Therapist for a job in Montandon, Pennsylvania.Job Description & Requirements. We are offering dynamic full-time career opportunities for re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Abdominal Imaging Opportunities (Remote or Onsite)

Abdominal Imaging Opportunities (Remote or Onsite)

GeisingerDanville, PA, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
For over a century, Geisinger has been dedicated to caring for our communitiesnot just through exceptional healthcare, but by fostering meaningful connections and treating every individual with dig...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
PRN Emergency Medicine Advanced Practice Clinician in Wellsboro, PA

PRN Emergency Medicine Advanced Practice Clinician in Wellsboro, PA

TeamHealth CorporateWellsboro, PA, United States
serp_jobs.job_card.full_time
TeamHealth has a perfect PRN opportunity for an experienced emergency medicine (EM) physician assistant (PA) or family nurse practitioner (NP) to join our emergency department (ED) team at Soldiers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

Northwest BankLock Haven, PA, United States
serp_jobs.job_card.full_time
Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
OB / GYN Needed in Pennsylvania

OB / GYN Needed in Pennsylvania

CHG HealthcareLewisburg, PA, United States
serp_jobs.job_card.full_time
Lewisburg Borough is a historic community on the banks of the beautiful Susquehanna River in Union County, Pennsylvania.With the influence of Bucknell University and well-preserved architectural ho...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Advisor - Citizens & Northern Bank

Financial Advisor - Citizens & Northern Bank

LPL FinancialWilliamsport, PA, US
serp_jobs.job_card.full_time
LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at Citizens & Northern Bank in Williamsport, PA would allow you to join ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Underwriter Senior, Geisinger Health Plan (Eastern United States resident)

Underwriter Senior, Geisinger Health Plan (Eastern United States resident)

GeisingerDANVILLE, Pennsylvania, United States
serp_jobs.job_card.full_time +1
Underwriter Senior, Geisinger Health Plan (Eastern United States resident).Actuarial Services & Underwriting, Geisinger Health Plan. We are seeking a highly skilled and detail-oriented Senior Under...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Border Patrol Agent

Border Patrol Agent

U.S. Customs and Border ProtectionMansfield, PA, United States
serp_jobs.job_card.full_time
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Emergency Medicine Advanced Practice Clinician in Wellsboro, PA

Emergency Medicine Advanced Practice Clinician in Wellsboro, PA

TeamHealth CorporateWellsboro, PA, United States
serp_jobs.job_card.full_time
Are you looking to make a difference in emergency medicine (EM)? Join our team as a nurse practitioner (NP) or physician assistant (PA) at UPMC Wellsboro in Wellsboro, Pennsylvania.Clinicians shoul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30