Wealth Planner
Peoples Security Bank & Trust Company is hiring for Wealth Planner in Dunmore, PA. Mid level. First seen November 11, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Peoples Security Bank & Trust Company
- Where
- Dunmore, PA, US
- Level
- Mid
- First seen
- November 11, 2026
- Listed via
- Paylocity
What the posting says
Description General Responsibilities Responsible for providing advisory services to individual and institutional clients; This includes developing new business, and providing financial solutions that include mutual funds, stocks, bonds, ETFs, annuities, and other insurance products and services; achieving goals as established in the division’s annual operating plan; ensuring compliance with operating policies and procedures and outside regulatory requirements; communicating with appropriate management and staff personnel; maintaining appropriate records and providing periodic reports.…
Read more and apply on Peoples Security Bank & Trust Company's site
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