Peoples Security Bank & Trust Company
Dunmore, PA
Description:
General Responsibilities The Financial Consultant is responsible for the management of a portfolio of clients. Provide investment and retirement services by assessing, understanding and identifying clients’ banking needs and providing a wide array of wealth advice. Develops and sustains long-term relationships. Essential Duties Responsible for identifying client needs and ensuring the needs are met by utilizing investments, insurance, banking or other relevant products. Establish and periodically update understanding of client financial needs providing sound profiling and personal financial planning analysis. Actively monitor accounts for adherence to investment and asset allocation objective and policies. Proactively engage potential new clients to promote and sell investment products and services. Collects, maintains and analyzes pertinent client information to ensure accuracy in order to provide strategies for clients to meet their financial goals....