Full-Time
Financial Advisor Associate
Northwest Bank
1,001-5,000 employees
Regional community bank serving local residents
No salary listed
State College, PA, USA
In Person
 Finance & Banking (1) |
|---|
- 2 - 3 years relevant experience
- 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
- 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
- Series 7
- Life/Acc/Health
- Series 63
- Series 65
- Series 66
- Bachelor's Degree Finance / related degree preferred
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- 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 recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
- 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
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
- Bachelor's Degree in Finance / related degree preferred
Northwest Bank serves communities in Pennsylvania and Ohio as a regional bank offering personal and business banking, including checking and savings accounts, loans, and online and mobile banking. Customers manage money by opening accounts, applying for loans with terms based on credit and need, and using online or mobile tools to view balances, transfer funds, and pay bills with branch support and customer service. The bank differentiates itself through a long local history dating back to 1896 and a focus on community relationships, expansion (such as the 2015 Lorain National Bank acquisition), and a 2018 rebranding to update its digital presence. Its goal is to provide accessible, reliable banking and digital options that support local economies and steady growth.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Warren, Michigan
Founded
1896
Simplify's Take
What believers are saying
- Columbus branch openings target student deposits and early lifelong banking relationships.
- LenderLogix LiteSpeed strengthens digital mortgage onboarding and improves borrower conversion.
- Penns Woods integration expands branch reach and cross-sell opportunities across Pennsylvania.
What critics are saying
- Branch expansion in Columbus adds fixed costs before deposit growth proves out.
- AI modernization under Chad Ballard risks implementation delays and budget overruns.
- Penns Woods integration can still create systems errors, attrition, and synergy slippage.
What makes Northwest Bank unique
- Northwest Bank combines 1896 community-bank roots with a $17 billion regional platform.
- It operates 151 financial centers across Pennsylvania, New York, Ohio, and Indiana.
- New CIO Chad Ballard brings Wells Fargo AI and core-banking transformation experience.
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Company News
Northwest Bank Enhances Customers' Digital Mortgage Experience with LenderLogix's LiteSpeed Point-of-Sale May 12, 2026 BUFFALO, N.Y. - LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Northwest Bank has expanded its use of LenderLogix technology with the launch of LiteSpeed, LenderLogix's Encompass-native mortgage point-of-sale platform. Northwest Bank, which previously implemented other LenderLogix solutions, will now use LiteSpeed to provide homebuyers with a more seamless, intuitive and connected digital mortgage experience. The expanded relationship reflects Northwest Bank's continued focus on delivering customer-friendly technology while supporting greater efficiency for its mortgage team. LiteSpeed allows lenders to deliver a streamlined borrower application experience while keeping loan data connected to Encompass. Through LiteSpeed, borrowers can begin an application, upload documents, access a personalized borrower dashboard and complete key steps in the mortgage process through a branded, mobile-friendly experience. Loan officers gain improved visibility into application activity, borrower progress and loan file updates within the LenderLogix platform. "Northwest Bank has always been focused on providing a high level of service to its mortgage customers, and expanding into LiteSpeed is a natural next step in that effort," said Patrick O'Brien, Co-Founder and CEO of LenderLogix. "By bringing the point-of-sale experience into the broader LenderLogix platform, Northwest can continue building a more connected mortgage process for borrowers, loan officers and operational teams." LiteSpeed is designed to help lenders reduce friction across the mortgage process by simplifying borrower intake, document collection and loan officer workflows. The platform is fully customizable to align with a lender's brand, mobile-friendly and built to support the way mortgage teams work inside Encompass. "This launch is focused on improving how our customers experience the mortgage process from the very first step," said Rocco Diina, Executive Director, Head of Mortgage Sales at Northwest Bank. "LiteSpeed allows us to offer a smoother, more efficient application experience while helping our teams respond faster and stay focused on serving borrowers." Northwest Bank is a full-service financial institution offering business and personal banking products, lending, payments, wealth management solutions and home loan options for borrowers. Northwest Bank is the bank subsidiary of Northwest Bancshares, Inc., a $17 billion asset financial services company headquartered in Columbus, Ohio. Visit lenderlogix.com/contact to request a demo. About LenderLogix LenderLogix leverages the four decades of firsthand mortgage origination and real estate experience of its executive team to design customized software and APIs to meet the needs of today's mortgage lenders. The company's suite of products addresses the speed at which today's real estate market moves by delivering technology solutions that create agile and informed borrowers, build strong referral partners and ultimately save lenders time and money. For more information, visit lenderlogix.com.
Griffin serves as investment banker to Infinite Structures, LLC in its senior debt capital raise. Company Overview Infinite Structures, LLC (or the "Company") designs, delivers, installs and manages modular, rapidly deployable structures for the live event, commercial and government verticals. The Company's core offering, the Infinite Cube, is a customizable, flat-pack modular system that can be combined and configured to create flexible spaces ranging from pop-up activations and broadcast production facilities to temporary workspaces and critical deployment infrastructure. Infinite Structures emphasizes design flexibility, rapid installation and reusability, serving clients across North America, including blue-chip companies such as Live Nation, Fox Sports Super Bowl, F1, The Snow League, Uber, Google, T-Mobile and more. Infinite Structures' premium solutions are engineered to adapt to challenging environments and meet the diverse operational needs of its clients. Infinite Structures occupies a distinct niche between temporary tent providers and permanent structure solutions for live events and critical infrastructure. Leveraging decades of industry relationships developed by the Company's founders during their respective tenures as market leaders, the Company generated demand for its solutions that exceeded the capacity of the initial fixed asset base. To expand capacity and meet growing demand, Infinite Structures pursued non-dilutive debt financing for the acquisition of additional equipment. As a recently formed entity with less experience in capital markets, Infinite Structures engaged Griffin Financial Group ("Griffin") as its exclusive investment banker to solicit terms for credit facilities from both bank and private credit lenders. Ultimately, the management team of Infinite Structures elected to partner with Northwest Bank for its banking and lending relationship. Founder and CEO of Infinite Structures, David Fioravanti, commented: "We are excited to have a banking partner that recognizes the unique needs of our industry and company. Our partnership with Northwest Bank will create opportunities to showcase our solution to an even broader audience of companies craving a premium solution in the modular structure space."
Northwest softball moves up in latest NJCAA Division II Rankings.
Adjusted net income (non-GAAP) of $35 million, or $0.27 per diluted shareNet interest margin expands 9 basis points to 3.42%, inclusive of 6bps from an interest recoveryEfficiency ratio improved to 61.8%121st consecutive quarterly dividend of $0.20 per share declaredCOLUMBUS, Ohio, Jan. 24, 2025 /PRNewswire/ -- Northwest Bancshares, Inc., (the "Company"), (Nasdaq: NWBI) announced net income for the quarter ended December 31, 2024 of $33 million, or $0.26 per diluted share. This represents an increase of $4 million compared to the same quarter last year, when net income was $29 million, or $0.23 per diluted share, and a decrease of $1 million compared to the prior quarter, when net income was $34 million, or $0.26 per diluted share. The annualized returns on average shareholders' equity and average assets for the quarter ended December 31, 2024 were 8.20% and 0.91% compared to 7.64% and 0.80% for the same quarter last year and 8.50% and 0.93% from the prior quarter
COLUMBUS, Ohio, Jan. 10, 2025 /PRNewswire/ -- Northwest Bancshares, Inc. (NASDAQ: NWBI) will host a conference call to review fourth quarter 2024 financial results on Friday, January 24 at 10:00 a.m. (EDT). The results are scheduled to be released at approximately 7:30 a.m. (EDT)