Senior Financial Planner – Brokerage & Banking

S&T Bank; Harrisburg (Dauphin County); On-site; USD 55,000 - 156,450; Full time

Job summary

A regional bank is seeking a Financial Planner in Harrisburg, PA to lead business development in brokerage and insurance services. Applicants must have a four-year college degree and FINRA Series 7 and 66 licenses. The role involves mentoring Sales Assistants and coaching staff on service products. An investment-related experience of 5-10 years is preferred. Salary range is competitive, offering between $55,000 and $156,450 annually. This role fosters independence while collaborating within a team environment.

Qualifications

• Requires a four-year college degree or equivalent.
• Required licenses include FINRA Series 7 and 66 (or 63 and 65) and PA Life Accident and Health Insurance.
• Five to ten years of investment-related experience is preferred.

Responsibilities

• Develop new business in brokerage and insurance services.
• Coach retail employees regarding brokerage services.
• Maintain and act as a mentor for fully Licensed Sales Assistants.

Skills

Business development

Coaching and mentoring

Customer relationship management

Analytical skills

Education

Four-year college degree

FINRA Series 7 and 66 (or 63 and 65)

PA Life, Accident, and Health Insurance License

Job description

A regional bank is seeking a Financial Planner in Harrisburg, PA to lead business development in brokerage and insurance services. Applicants must have a four-year college degree and FINRA Series 7 and 66 licenses. The role involves mentoring Sales Assistants and coaching staff on service products. An investment-related experience of 5-10 years is preferred. Salary range is competitive, offering between $55,000 and $156,450 annually. This role fosters independence while collaborating within a team environment.