Financial Advisor

Stbank; Harrisburg (Dauphin County); On-site; USD 55,000 - 156,450; Full time

Job summary

A notable financial institution is seeking a Financial Planner to develop new business in brokerage services and provide training to less experienced staff. The ideal candidate will have a four-year degree, relevant licenses, and 5-10 years of investment experience. Responsibilities include initiating brokerage accounts, providing coaching, and maintaining relationships with external referral sources. This role offers a dynamic working environment and the opportunity for professional growth.

Qualifications

• Requires a four-year college degree or equivalent.
• Five to ten years of investment-related experience.
• Must maintain required licenses.

Responsibilities

• Develop new brokerage business and provide training.
• Coach bank employees on brokerage services.
• Cultivate relationships with external referral sources.

Skills

Financial planning

Relationship management

Coaching

Education

Four-year college degree or equivalent

FINRA Series 7 and 66 (or 63 and 65) PA Life, Accident, and Health Insurance

Job description

**Location:**6085 Allentown BlvdHarrisburg, PA 17112**Additional Locations include:**1835 Lincoln Hwy ECoatesville, PA 193203345 Market StreetCamp Hill, PA 17011301 Colonial RoadHarrisburg, PA 171094 Brandywine AveDowningtown, PA 19335701 E Lancaster AveDowningtown, PA 19335410 Exton Square PkwyExton, PA 193412055 Fruitville PikeLancaster, PA 17601891 Pottstown PikeExton, PA 19341104 Culbertson Run RdDowningtown, PA 193351030 Pottstown PikeChester Springs, PA 19425440 Bridge StreetNew Cumberland, PA 170701683 Oregon PikeLancaster, PA 17601**Hours:**Monday - Friday: 8AM-5PM(Additional hours as necessary to meet the objectives of the department)**Function:** Assumes a leadership role in the development of new business in the brokerage, employee benefit and fixed/variable insurance services as offered through the independent broker dealer. Provides functional guidance and training of less experienced officers, licensed assistants, and other bank personnel.**Duties and Responsibilities:*** Initiates contacts for developing and closing brokerage services accounts by calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank’s brokerage services, discussing the advantages of proper planning, and obtaining the appropriate amount of information regarding the prospect to make sound financial recommendations.* Coach retail employees on the features and benefits brokerage services products provide to their customers. Provide employees with scripts or other means to assist them in directing referrals of existing bank customers to the Financial Planner.* Planning and coordinating outside business development opportunities such as seminars, mailings, and other special programs.* Maintains Series 7, Series 66 (or 63 and 65) and PA Life, Accident, and Health Insurance Licenses.* Manages and acts as a mentor for fully Licensed Sales Assistants working within the Brokerage Services area.* Cultivating and maintaining relationships with external referral sources such as accountants, attorneys, and social acquaintances.* Maintain the high quality of professional advice by completing industry mandated continuing education requirements.* Participates in community activities to enhance the image of the Bank.* Maintains a good working relationship with all bank employees. Demonstrates the ability to work independently. Works as a team player to contribute to the success of the department and in turn the organization.* Performs additional duties as required.**Education:**Requires a four-year college degree or equivalent. Required license: FINRA Series 7 and 66 (or 63 and 65) PA. Life Accident and Health Insurance.**Experience:**Five to ten years general and specialized experience, specifically up to 10 years investment related experience plus continuing study and education working toward one of several designations (e.g., CFP, ChFC, CW, CEBS, etc.)**Physical Demands:**Operates a keypad device: 40% of the day; travels: 40% of the day. The primary parts of the body involved in performing these tasks are the fingers, thumbs, hands, wrists, and elbows. Standing is required 10% of the day – branch training/meeting customer. Sitting is required 80% of the day – during sales presentations/customer meetings and preparing and research. Walking is required 10% of the day. Routinely lifts 5 lbs., 2-3 times per day. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work and travel. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)**Salary Range:**$55,000.00 - $156,450.00S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at:Phone:[phone]Email:[e-mail]