Financial Advisor

Location:

6085 Allentown Blvd Harrisburg, PA 17112
Additional Locations include:
1835 Lincoln Hwy E Coatesville, PA 19320
3345 Market Street Camp Hill, PA 17011
301 Colonial Road Harrisburg, PA 17109
4 Brandywine Ave Downingtown, PA 19335
701 E Lancaster Ave Downingtown, PA 19335
410 Exton Square Pkwy Exton, PA 19341
2055 Fruitville Pike Lancaster, PA 17601
891 Pottstown Pike Exton, PA 19341
104 Culbertson Run Rd Downingtown, PA 19335
1030 Pottstown Pike Chester Springs, PA 19425
440 Bridge Street New Cumberland, PA 17070
1683 Oregon Pike Lancaster, PA 17601

Hours:

Monday - Friday: 8AM-5PM (Additional hours as necessary to meet the objectives of the department)

Assumes a leadership role in the development of new business in the brokerage, employee benefit and fixed/variable insurance services as offered through the independent broker dealer. Provides functional guidance and training of less experienced officers, licensed assistants, and other bank personnel.

• Initiates contacts for developing and closing brokerage services accounts by calling on existing bank customers identified through the internal referral program.
• During customer meetings, explains the bank’s brokerage services, discusses the advantages of proper planning, and obtains the necessary information to make sound financial recommendations.
• Coaches retail employees on the features and benefits of brokerage services products offered to their customers.
• Provides employees with scripts or other means to assist them in directing referrals of existing bank customers to the Financial Planner.
• Plans and coordinates outside business development opportunities such as seminars, mailings, and other special programs.
• Maintains Series 7, Series 66 (or 63 and 65) and PA Life, Accident, and Health Insurance Licenses.
• Manages and mentors fully licensed sales assistants working within the Brokerage Services area.
• Cultivates and maintains relationships with external referral sources such as accountants, attorneys, and social acquaintances.
• Maintains a high quality of professional advice by completing industry mandated continuing education requirements.
• Participates in community activities to enhance the image of the Bank.
• Maintains a good working relationship with all bank employees.
• Demonstrates the ability to work independently and as a team player to contribute to the success of the department and the organization.
• Performs additional duties as required.

Requires a four-year college degree or equivalent.

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

Five to ten years of general and specialized experience, specifically up to 10 years of investment-related experience plus continuing study and education working toward one of several designations (e.g., CFP, ChFC, CW, CEBS).

• Operates a keypad device: 40% of the day.
• Travels: 40% of the day.
• Standing: 10% of the day – branch training/meeting customer.
• Sitting: 80% of the day – during sales presentations/customer meetings and preparing and research.
• Walking: 10% of the day.
• Routinely lifts 5 lbs. 2-3 times per day.
• Uses manual dexterity skills for typing and data entry up to 40% of the business day.
• Specific vision requirements include close vision of 18”–20” for computer work and travel.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.…