Senior Financial Planner & Brokerage Leader

S&T Bank; Camp Hill (Cumberland County); On-site; USD 55,000 - 156,450; Full time

Job summary

S&T Bank in Camp Hill is seeking a Financial Planner with 5-10 years of investment experience and a four-year degree. This role involves developing brokerage services accounts, coaching retail employees, and participating in business development activities. Candidates must hold FINRA Series 7 and 66 licenses and maintain high professional standards through continuing education. A competitive salary range of $55,000 - $156,450 is offered, and candidates must demonstrate strong relationship management skills.

Qualifications

• Five to ten years of general and specialized experience.
• Continuing education towards designations (CFP, ChFC, etc.).
• Ability to maintain high quality of professional advice.

Responsibilities

• Develop and close brokerage services accounts.
• Coach retail employees on brokerage features.
• Plan business development opportunities.

Skills

Investment-related experience

Coaching and mentoring

Customer relationship management

Education

Four-year college degree or equivalent

FINRA Series 7 and 66 licenses

Job description

S&T Bank in Camp Hill is seeking a Financial Planner with 5-10 years of investment experience and a four-year degree. This role involves developing brokerage services accounts, coaching retail employees, and participating in business development activities. Candidates must hold FINRA Series 7 and 66 licenses and maintain high professional standards through continuing education. A competitive salary range of $55,000 - $156,450 is offered, and candidates must demonstrate strong relationship management skills.