Job Purpose:

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 execution 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 back-up 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 complete special projects as assigned.

Education, Job Skills and Qualifications:

• Four year degree and/or a professional designation, such as Certified Financial Planner, are desirable.
• 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;
For inquiries regarding employment with Peoples Bank, email humanresources@pebo.com.