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© All Rights Reserved. ApplyBlast.com
Peoples Security Bank & Trust Company
The Wealth Planner provides advisory services to individual and institutional clients, developing new business and offering financial solutions such as mutual funds, stocks, bonds, and insurance products. The role involves maintaining client relationships, ensuring regulatory compliance, and training branch personnel to identify qualified business prospects. Success in this position requires strong communication skills and a minimum of five years of relevant experience.
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.