Senior Financial Planner & Brokerage Leader

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

Job summary

S&T Bank is seeking a Financial Planner in Downingtown, PA, to lead brokerage services, develop new business, and manage client relationships. The role requires a four-year degree, FINRA licenses, and 5-10 years of investment experience. Responsibilities include coaching bank employees, developing business opportunities, and maintaining client relationships. Salary range is $55,000.00 - $156,450.00. S&T Bank is an Equal Opportunity Employer providing support for disabled individuals.

Qualifications

• 5-10 years of investment-related experience, plus continued education toward designations like CFP, ChFC.
• Ability to explain complex financial concepts clearly.
• Experience in business development and managing client relationships.

Responsibilities

• Develop and close brokerage services accounts.
• Coach bank employees on brokerage products.
• Plan business development opportunities and seminars.
• Mentor licensed sales assistants in brokerage services.
• Participate in community activities to enhance bank image.

Skills

Communication skills

Leadership

Financial planning

Sales coaching

Education

Four-year college degree

FINRA Series 7 and 66 (or 63 and 65)

PA Life, Accident, and Health Insurance License

Job description

S&T Bank is seeking a Financial Planner in Downingtown, PA, to lead brokerage services, develop new business, and manage client relationships. The role requires a four-year degree, FINRA licenses, and 5-10 years of investment experience. Responsibilities include coaching bank employees, developing business opportunities, and maintaining client relationships. Salary range is $55,000.00 - $156,450.00. S&T Bank is an Equal Opportunity Employer providing support for disabled individuals.