Current jobs related to Senior Financial Advisor - Murrysville, Pennsylvania - S and T Bank

  • Cash Office Manager

    3 weeks ago

    Murrysville, Pennsylvania, United States Charter Senior Living Full time

    Your Role in Our Store's SuccessAs the Cash Office Supervisor, you will play a vital role in ensuring the smooth operation of our store's financial and customer service functions.Key Responsibilities:Manage cash handling and financial operations to maintain accuracy and security.Lead a team of cashiers and baggers, providing guidance and support to ensure...

  • Cash Office Supervisor

    2 weeks ago

    Murrysville, Pennsylvania, United States Charter Senior Living Full time

    Your Role:As the Cash Office Supervisor, you'll oversee the financial operations of our retail store, ensuring seamless cash handling and customer service. Your expertise will drive our store's success, fostering a positive and efficient environment for employees and customers alike.Key Responsibilities:Manage cash register systems and oversee secure cash...

  • Account Development Manager

    3 weeks ago

    Murrysville, Pennsylvania, United States Windstream Full time

    About the Role:The Senior Account Development Manager will focus on business development, selling Windstream's full suite of strategic products and services to an assigned geographic base of customers.The goal is to increase wallet share, customer satisfaction with Windstream, reduce churn, and increase customer base utilization of strategic next-gen...

  • Senior Accountant

    4 weeks ago

    Murrysville, United States Axe & Sledge Supplements Full time

    Axe and Sledge Supplements is seeking an experienced Accountant to join the team.  The Accountant will be responsible for,  but not limited to, assisting with daily accounting functions such as accounts payable, accounts receivable, and other general ledger activities.  They will also be responsible for supporting the Controller and CFO with monthly,...

  • Senior Accountant

    4 weeks ago

    Murrysville, United States Axe & Sledge Supplements Full time

    Axe and Sledge Supplements is seeking an experienced Accountant to join the team.  The Accountant will be responsible for,  but not limited to, assisting with daily accounting functions such as accounts payable, accounts receivable, and other general ledger activities.  They will also be responsible for supporting the Controller and CFO with monthly,...

Senior Financial Advisor

2 months ago

Murrysville, Pennsylvania, United States S and T Bank Full time
Position Overview:

As a key member of our financial services team, the Financial Planner II plays a pivotal role in driving business growth within the brokerage, employee benefits, and insurance sectors. This position involves providing mentorship and guidance to junior staff while ensuring the delivery of exceptional financial planning services.

Work Schedule:

Monday to Friday, 8:00 AM - 5:00 PM. Additional hours may be required to fulfill departmental objectives.

Key Responsibilities:
  • Engage with existing clients to promote and close brokerage service accounts, effectively communicating the benefits of comprehensive financial planning.
  • Train and support retail staff on the features and advantages of brokerage products, equipping them with tools to facilitate client referrals.
  • Organize and execute external business development initiatives, including seminars and targeted outreach programs.
  • Maintain necessary industry licenses, including Series 7, Series 66 (or 63 and 65), and PA Life, Accident, and Health Insurance.
  • Provide mentorship to licensed sales assistants within the Brokerage Services division.
  • Build and nurture relationships with external referral partners, such as accountants and attorneys.
  • Ensure compliance with continuing education requirements to uphold the quality of professional advice.
  • Participate in community engagement activities to enhance the bank's reputation.
  • Foster collaborative relationships with bank personnel, demonstrating independence and teamwork to contribute to departmental success.
  • Perform additional responsibilities as needed.
Physical Requirements:

This role involves operating a keypad device for approximately 40% of the day and traveling for about 40% of the time. The position requires sitting for 80% of the day during meetings and presentations, with occasional standing and walking. Lifting of light objects (up to 5 lbs) may be necessary.

Qualifications:

A four-year college degree or equivalent is required, along with relevant licenses (FINRA Series 7 and 66 or 63 and 65, PA Life Accident and Health Insurance).

Experience:

A minimum of five to ten years of experience in financial services, with a focus on investment-related roles and ongoing professional development towards recognized designations (e.g., CFP, ChFC, CW, CEBS).

We are an Equal Opportunity Employer committed to fostering a diverse workplace.