Overview
The Financial Advisor provides investment advisory services for clients of Northwest Financial Advisors (NWFA). They create tailored investment strategies to help clients grow, protect, and preserve their assets and by providing independent, objective advice and professional investment management using a comprehensive life-planning approach. Financial Advisors provide financial planning and investment management for clients and utilize financial planning software, in addition to meeting with prospects, opening and servicing accounts and placing trades.
Responsibilities
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