Senior Financial Advisor & Brokerage Team Lead

S&T Bank; Pennsylvania; On-site; USD 55,000 - 156,450; Full time

Job summary

S&T Bank is seeking a leader in brokerage and insurance services at their Pennsylvania locations. This role focuses on developing business, mentoring staff, and maintaining strong client relationships. Ideal candidates will have a four-year degree, required licenses including Series 7 and Series 66, and substantial investment-related experience.

The position offers a competitive salary range from $55,000 to $156,450 and emphasizes the importance of professional development and community engagement within a supportive environment.

Qualifications

• Requires leadership capabilities in brokerage services.
• Must maintain Series 7, Series 66, and PA Life, Accident, and Health Insurance Licenses.
• Five to ten years of investment-related experience preferred.

Responsibilities

• Develop new business in brokerage and insurance services.
• Explain brokerage services to bank customers.
• Mentor less experienced bank personnel.

Skills

Leadership

Client Relationship Management

Financial Planning

Investment Knowledge

Education

Four-year college degree or equivalent

Tools

Series 7 License

Series 66 License

Job description

S&T Bank is seeking a leader in brokerage and insurance services at their Pennsylvania locations. This role focuses on developing business, mentoring staff, and maintaining strong client relationships. Ideal candidates will have a four-year degree, required licenses including Series 7 and Series 66, and substantial investment-related experience.

The position offers a competitive salary range from $55,000 to $156,450 and emphasizes the importance of professional development and community engagement within a supportive environment.