Please contact your Administrator to change your authorization settings.
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning 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 full-service 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 in 2021, 2022, and 2023
- Top Workplaces USA national award in 2022, 2023, and 2024
- Newsweek's America's Best Banks 2023, and 2024
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 associate's life. That's 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.com/about-us/find-a-career/
Job Purpose:
Peoples Bank is seeking a Series 7 Licensed Financial Advisor who will be assigned to cover approximately five 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 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;
If you are unable to complete this application due to a disability, contact to ask for an accommodation, alternative application process or other inquires.