Senior Financial Planner & Brokerage Leader

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

Job summary

S&T Bank is seeking a Financial Planner to lead initiatives in brokerage services. Responsibilities include developing business through existing clients, coaching staff on services, and maintaining professional relationships with external sources. Candidates should have 5-10 years of investment experience, relevant licenses, and a four-year degree. The role offers a salary range of $55,000 to $156,450 and promotes a teamwork-focused environment.

Qualifications

• Five to ten years of investment-related experience required.
• Continuing education toward designations like CFP or ChFC preferred.
• Must maintain relevant licenses in finance and insurance.

Responsibilities

• Develop and close brokerage services accounts with bank customers.
• Coach retail employees on directing referrals to the Financial Planner.
• Plan outside business development opportunities.

Skills

Financial Planning

Brokerage Services

Customer Relationship Management

Education

Four-year college degree

FINRA Series 7 and 66

Job description

S&T Bank is seeking a Financial Planner to lead initiatives in brokerage services. Responsibilities include developing business through existing clients, coaching staff on services, and maintaining professional relationships with external sources. Candidates should have 5-10 years of investment experience, relevant licenses, and a four-year degree. The role offers a salary range of $55,000 to $156,450 and promotes a teamwork-focused environment.