Financial Advisor

Job description

PA0137 Bridgeville Job Description: 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 initiative...