Financial Services Specialist

2 days ago


North Berwick, Maine, United States Peoples Bank Full time
Job Summary

This is a technical and professional position responsible for selling LPL Financial approved planning products. The role has a dual employment relationship with LPL Financial and Peoples Bank, requiring access to sensitive information and confidential data. The position adheres to all LPL and bank policies and procedures, exercising professionalism and confidentiality in all matters.

Key Responsibilities:

  • Possess a four-year college degree from an accredited university or institution with a major area of study.
  • Possess a minimum of two years of professional work experience as a Financial Planner or Broker/Dealer.
  • Additional education and/or training may be required.
  • Possess proper licensing and/or be willing to acquire proper licensing.

Requirements:

This position requires a high level of independent judgment and discretion in performing assigned tasks. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment.



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