Senior Financial Planner & Brokerage Advisor

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

Job summary

S&T Bank in Pennsylvania seeks a Financial Planner to lead the development of brokerage services and to guide licensed personnel in delivering advisory solutions. The role requires strong client development, ongoing education, and the ability to coordinate with bank staff and external referral sources to grow the brokerage business responsibly.

This position also emphasizes maintaining regulatory licenses (Series 7/66) and continuing professional education to ensure high-quality financial

Qualifications

• 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.

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

FINRA Series 7

FINRA Series 66 (or 63 and 65)

PA Life, Accident and Health Insurance Licenses

Job description

S&T Bank in Pennsylvania seeks a Financial Planner to lead the development of brokerage services and to guide licensed personnel in delivering advisory solutions. The role requires strong client development, ongoing education, and the ability to coordinate with bank staff and external referral sources to grow the brokerage business responsibly.

This position also emphasizes maintaining regulatory licenses (Series 7/66) and continuing professional education to ensure high-quality financial