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© All Rights Reserved. ApplyBlast.com
Peoples Security Bank & Trust Company
The Financial Consultant manages a portfolio of clients by assessing their banking needs and providing comprehensive investment and retirement services. The role involves developing long-term client relationships, monitoring accounts for adherence to investment objectives, and proactively engaging potential clients to promote financial products. This position requires collaboration with Financial Advisors and Retail Branches to maximize referrals and support cross-selling opportunities.
We have become one of the largest independent community banks in eastern Pennsylvania with a footprint stretching to Pennsylvania, New York & New Jersey.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Peoples Security Bank & Trust Company.
Peoples Security Bank & Trust Company didn’t post a salary, so this is our estimate from similar listings.
19% below the average for this role