Financial Planner II

Job description

Location: 6085 Allentown Blvd Harrisburg, PA 17112: Additional Locations include: 1835 Lincoln Hwy E Coatesville, PA 19320: 3345 Market Street Camp Hill, PA 17011: 301 Colonial Road Harrisburg, PA 17109: 4 Brandywine Ave Downingtown, PA 19335: 701 E Lancaster Ave 410 Exton Square Pkwy Exton, PA 19341: 2055 Fruitville Pike Lancaster, PA 17601: 891 Pottstown Pike Exton, PA 19341: 104 Culbertson Run Rd Downingtown, PA 19335: 1030 Pottstown Pike Chester Springs, PA 19425: 440 Bridge Street New Cumberland, PA 17070: 1683 Oregon Pike Hours: Monday - Friday: 8AM-5PM (Additional hours as necessary to meet the objectives of the department) Function: Assumes a leadership role in the development of new business in the brokerage, employee benefit and fixed/variable insurance services as offered through the independent broker dealer. Provides functional guidance and training of less experienced officers, licensed assistants, and other bank personnel. Duties and Responsibilities: Initiates contacts for developing and closing brokerage services accounts by calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financi...