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Associate Financial Advisor: Client & Planning

Job in Cambridge, Guernsey County, Ohio, 43725, USA
Listing for: Peoples Bank
Full Time position
Listed on 2026-05-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Associate Financial Advisor: Client Growth & Planning

Peoples Bank, located in Cambridge, Ohio, seeks a Client Service Associate to partner with Financial Advisors in providing excellent service and financial planning for clients. You will be responsible for servicing existing Investment and Retirement Plan clients while acquiring new ones through relationship-building.

The role requires a four-year degree and/or relevant financial planner designation, with preferred FINRA licenses. A comprehensive benefits package is offered including a 401(k) with an employer match and education assistance programs.

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Position Requirements
10+ Years work experience
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