More jobs:
Trust Financial Planner
Job in
Trust, Adams County, Pennsylvania, USA
Listed on 2026-01-27
Listing for:
Extraco Banks, N.A.
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment.
Job SummaryAbility to consult with prospects and clients to identify their needs and provide solutions including investment portfolios, custody, and building investment trust solutions. Prospects include individual families, court appointed trusts, nonprofits, corporations and both DB and 401(k) plans.
Responsibilities- New business development for Wealth & Trust Team
- Build Money Guide Pro financial plans for clients and prospects
- Attend sales meetings with trust officers and collaborates with partners to close the sale
- Generate awareness, deliver solutions and drive new revenue through centers of influence
- Assist trust officers with delivery of financial plans
- Bachelor s degree required
- Masters degree or certifications such as CFP a plus
- 5+ Years in financial services
Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco Banks is a member FDIC.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×