Associate Financial Advisor

Job Purpose

This position will be responsible for partnering with a Financial Advisor to provide excellent service and financial goal planning to existing clients who are assigned. Will be responsible for meeting client service and revenue goals for this book of business. Additionally, they will work with multiple retail branch offices as well as other lines of business within the bank to identify and recommend solutions to prospective Trust and Investment clients.

Job Duties

• Work in a team environment. Partner with a Financial Advisor on Investment and/or Retirement Plan Services business, and a Trust Administrator on Fiduciary business.
• Add new clients by developing strong relationships with internal bank partners as well as prospecting outside of the banks existing customers.
• Will be responsible leading or participating in the business plan design and execution to meet or exceed revenue and client service goals.
• Comply with all industry rules and regulations.
• Maintain needed training or education on an ongoing basis.
• Effort to improve service quality, client communication skills and techniques, networking, and sales opportunities.
• Exhibit and demonstrate the qualities identified in the Peoples Employee Promise Circle.
• Will perform special projects as assigned.

Education, Job Skills and Qualifications

• A Four year degree and/or a professional designation, such as Certified Financial Planner, or equivalent work experience.
• FINRA series 7, 66 (or 63 and 65) and Ohio Life and Health Insurance licenses strongly preferred, or must be successfully obtained within 6 months of hire date.
• At least one year of previous experience in a financial services environment required.

Basic Qualifications

• A Four year degree and/or a professional designation, such as Certified Financial Planner, or equivalent work experience.
• FINRA series 7, 66 (or 63 and 65) and Ohio Life and Health Insurance licenses strongly preferred, or must be successfully obtained within 6 months of hire date.
• At least one year of previous experience in a financial services environment required.

Benefits

We offer a comprehensive benefits package 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, holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

About the Role

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 has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026
• Newsweek’s America’s Greatest Workplaces 2024, 2025 and 2026
• Forbes America’s Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021, 2025 and 2026
• TIME’s America’s Growth Leaders 2026 award winner