Senior Financial Planner & Brokerage Leader

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

Job summary

S&T Bank is seeking a Financial Planner in Exton, PA to develop new brokerage business and provide guidance and training to licensed assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related experience. You'll cultivate relationships and coach bank employees on our brokerage services. The role offers a salary range of $55,000 - $156,450 based on experience and performance, with a strong emphasis on community involvement and teamwork.

Qualifications

• Five to ten years of investment-related experience.
• Continuing education towards designations like CFP, ChFC, CW, CEBS.
• Must maintain required licenses.

Responsibilities

• Develop and close brokerage services accounts with existing customers.
• Coach employees on brokerage services and directed referrals.
• Plan outside business development opportunities like seminars.

Skills

Investment knowledge

Customer service

Financial planning

Sales coaching

Education

Four-year college degree or equivalent

FINRA Series 7

FINRA Series 66 (or 63 and 65)

PA Life, Accident, and Health Insurance

Job description

S&T Bank is seeking a Financial Planner in Exton, PA to develop new brokerage business and provide guidance and training to licensed assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related experience. You'll cultivate relationships and coach bank employees on our brokerage services. The role offers a salary range of $55,000 - $156,450 based on experience and performance, with a strong emphasis on community involvement and teamwork.