Senior Financial Advisor & Brokerage Leader

S&T Bank; Colonial Park (PA); On-site; USD 55,000 - 156,450; Full time

Job summary

S&T Bank is seeking a Financial Planner in Colonial Park, Pennsylvania, to lead business development for brokerage and insurance services. The role requires a four-year degree, along with FINRA Series 7 and 66 licenses. Candidates should possess 5-10 years of investment-related experience and strong coaching abilities. Responsibilities include developing brokerage accounts and mentoring staff. The position offers a salary range of $55,000 to $156,450 per year, with opportunities for community engagement and professional growth.

Qualifications

• Requires a four-year college degree or equivalent.
• Must have FINRA Series 7 and 66 (or 63 and 65) licenses.
• Five to ten years of investment-related experience.

Responsibilities

• Developing and closing brokerage services accounts.
• Coaching retail employees on brokerage services.
• Planning outside business development opportunities.
• Mentoring licensed sales assistants.
• Cultivating relationships with referral sources.

Skills

Financial planning

Relationship building

Sales skills

Coaching and training

Education

Four-year college degree

FINRA Series 7 and 66 (or 63 and 65)

PA Life Accident and Health Insurance

Job description

S&T Bank is seeking a Financial Planner in Colonial Park, Pennsylvania, to lead business development for brokerage and insurance services. The role requires a four-year degree, along with FINRA Series 7 and 66 licenses. Candidates should possess 5-10 years of investment-related experience and strong coaching abilities. Responsibilities include developing brokerage accounts and mentoring staff. The position offers a salary range of $55,000 to $156,450 per year, with opportunities for community engagement and professional growth.