Financial Advisor
Financial Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an awardwinning culture Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank we will work together to help you achieve your career goals just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 fullservice bank branches in Ohio West Virginia Kentucky Virginia Washington D.C. and Maryland.We also have Specialty Finance offices in Minnesota Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
- American Banker Best Banks to Work For inand 2023
- Top Workplaces USA national award inand 2024
- Newsweeks Americas Best Banks 2023 and 2024
- Newsweeks Americas Greatest Workplaces for Women 2025
- U.S. News & World Reports Best Companies to Work For in Banking and in the Midwest
At Peoples Bank we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associates life. Thats why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match employee stock purchase plan various education assistance programs such as student loan and tuition paydown/reimbursement paid vacation and holidays and much more. For full details of our benefits offerings please visit: peoplesbancorp/aboutus/findacareer/
Job Purpose:
Peoples Bank is seeking aSeries 7 Licensed Financial Advisor who will be assigned to cover multiple retail branch offices. The Financial Advisor will build a base of Investment Trust and Retirement Plan clients by working with internal bank partners to identify and develop new customers. In addition the Financial Advisor will provide excellent service to existing Investment clients who are assigned.
Job Duties:
Financial Advisors may fill multiple functions such as:
- Meeting with existing and prospective customers to create a financial plan or investment strategy and present suitable recommendations.
- Develop strong relationships with internal partners from multiple business lines.
- Participate in business plan design and to meet or exceed revenue and client service goals.
- Provide excellent client service including addressing client questions or concerns conducting annual client reviews and making proactive contacts.
- Specialist for investments trusts financial planning and life insurance in local market.
- Comply with all industry rules and regulations.
- Support for other associates by providing expertise or education and occasionally acting as backup for other advisors.
- Maintain needed training or education on an ongoing basis.
- Effort to improve service quality client communication skills and techniques networking and sales opportunities.
- Will perform special projects as assigned.
Education Job Skills and Qualifications:
- Four year degree and/or a professional designation such as Certified Financial Planner are desirable.
- Active FINRA series 7 66 (or 63 and 65 and Ohio Life and Health Insurance licenses required.
- Previous experience with sales and client service in Financial Advisor or similar role required.
- An understanding of and ability to comply with industry rules as evidenced by no previous disclosures on Form U4.
- Working knowledge of basic products and services and how they apply to particular client situations.
- Able to utilize technology and other resources to provide excellent service to clients.
- Flexibility to meet changing needs and priorities.
- Willingness to work in a team environment and refer clients to internal partners.
- Maintain needed investment and financial planning expertise.
- Flexibility in scheduling is required to meet with clients as well as the ability to travel between assigned branch offices.
Basic Qualifications:
- Active FINRA series 7 66 (or 63 and 65 and Ohio Life and Health Insurance licenses required.
- Previous experience with sales and client service in Financial Advisor or similar role required.
- An understanding of and ability to comply with industry rules as evidenced by no previous disclosures on Form U4.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability contactto ask for an accommodation alternative application process or other inquires.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
