Senior Financial Planner & Brokerage Leader

Stbank; Harrisburg (Dauphin County); On-site; USD 55,000 - 156,450; Full time

Job summary

A notable financial institution is seeking a Financial Planner to develop new business in brokerage services and provide training to less experienced staff. The ideal candidate will have a four-year degree, relevant licenses, and 5-10 years of investment experience. Responsibilities include initiating brokerage accounts, providing coaching, and maintaining relationships with external referral sources. This role offers a dynamic working environment and the opportunity for professional growth.

Qualifications

• Requires a four-year college degree or equivalent.
• Five to ten years of investment-related experience.
• Must maintain required licenses.

Responsibilities

• Develop new brokerage business and provide training.
• Coach bank employees on brokerage services.
• Cultivate relationships with external referral sources.

Skills

Financial planning

Relationship management

Coaching

Education

Four-year college degree or equivalent

FINRA Series 7 and 66 (or 63 and 65) PA Life, Accident, and Health Insurance

Job description

A notable financial institution is seeking a Financial Planner to develop new business in brokerage services and provide training to less experienced staff. The ideal candidate will have a four-year degree, relevant licenses, and 5-10 years of investment experience. Responsibilities include initiating brokerage accounts, providing coaching, and maintaining relationships with external referral sources. This role offers a dynamic working environment and the opportunity for professional growth.