Finance Jobs at Northwest Bank with Visa Sponsorship
Finance jobs at Northwest Bank span financial analysis, credit, compliance, and corporate banking roles. The company sponsors work visas for qualified candidates, making it a realistic target if you're on F-1 OPT, H-1B visa, or a Green Card pathway in the banking and financial services sector.
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Get Access To All JobsJob Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- 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
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
Safety and Health for those without supervisory duties
- 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
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.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 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 In relevant states Upon Hire
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Job Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- 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
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
Safety and Health for those without supervisory duties
- 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
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.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 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 In relevant states Upon Hire
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
See all Finance Jobs at Northwest Bank
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Jobs at Northwest Bank.
Get Access To All JobsTips for Finding Finance Jobs at Northwest Bank
Align your credentials to banking requirements
Finance roles at Northwest Bank typically require demonstrated knowledge of financial analysis, credit risk, or regulatory compliance. A CFA, CPA, or relevant coursework in accounting or corporate finance strengthens your application before you reach the interview stage.
Target roles matching your visa category
Northwest Bank sponsors multiple visa types, but not every Finance role qualifies equally. Specialty occupation requirements under H-1B mean roles like financial analyst or credit analyst are stronger fits than broadly defined support positions.
Use Migrate Mate to find open Finance positions
Browse Finance jobs at Northwest Bank that explicitly support visa sponsorship using Migrate Mate, which filters roles by sponsorship history so you're not wasting applications on positions that won't move your case forward.
Confirm LCA filing timing with your recruiter
The H-1B process requires a certified Labor Condition Application from DOL before USCIS can adjudicate your petition. Ask your recruiter early how Northwest Bank coordinates LCA filings so your start date isn't delayed by an overlooked step.
Prepare for OPT-to-H-1B transition gaps
If you're on F-1 OPT and join Northwest Bank before the April H-1B cap-subject filing window, map out your OPT expiration date against the October 1 start date. A 24-month STEM extension may be necessary to bridge that gap.
Understand PERM timelines for Green Card pathways
EB-2 and EB-3 sponsorship through Northwest Bank involves a PERM labor certification filed with DOL, which can take a year or more before USCIS ever sees your petition. Factor that into your long-term career planning, especially if you're from a backlogged country.
Frequently Asked Questions
Does Northwest Bank sponsor H-1B visas for Finance roles?
Yes, Northwest Bank sponsors H-1B visas for Finance positions. Roles like financial analyst, credit analyst, and compliance officer tend to meet USCIS specialty occupation standards because they require a bachelor's degree or higher in a specific field like finance, accounting, or economics. Confirming degree relevance to your specific role before applying is a practical first step.
How do I apply for Finance jobs at Northwest Bank?
Search Finance openings at Northwest Bank directly through their careers page or use Migrate Mate, which surfaces roles with confirmed sponsorship history so you can prioritize applications strategically. When applying, tailor your resume to banking-specific functions like credit risk, financial modeling, or regulatory reporting rather than submitting a generic finance resume.
Which visa types does Northwest Bank use for Finance hires?
Northwest Bank sponsors H-1B, F-1 OPT, F-1 CPT, TN visa, and Green Card pathways including EB-2 and EB-3 for Finance roles. TN visa is an option specifically for Canadian and Mexican nationals in qualifying finance occupations under the USMCA. Green Card sponsorship through PERM typically comes after you've established yourself in a role, not at the point of hire.
What qualifications does Northwest Bank expect for Finance positions?
Most Finance roles at Northwest Bank require a bachelor's degree at minimum in finance, accounting, economics, or a closely related field. Analytical roles often expect proficiency in financial modeling, Excel, or data tools. Compliance and risk positions may require knowledge of banking regulations. Postgraduate qualifications or credentials like a CFA are competitive differentiators for senior-level openings.
How do I manage the visa timeline when starting a Finance role at Northwest Bank?
For H-1B hires, Northwest Bank must file your petition during the April cap window for an October 1 start. That means your offer and LCA need to be in place well before April. If you're transitioning from F-1 OPT, verify your OPT expiration and whether you qualify for a STEM extension to cover any gap between your OPT end date and your H-1B activation.