Investment Executive
Farmers National Banc
SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio.ESSENTIAL DUTIES and RESPONSIBILITIES:Effectively and ethically manage a book of business consisting of approximately 125 clients with assets under management of between $5-million and $10-million.Research securities products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trendsProcess securities transactions for clients in accordance with all Federal, State, Local and Company laws/guidelinesConduct regular client meetings and presentationsGenerate new business leads independentlyPartner with Branch personnel to prospect new clients and service existing clientsHandle incoming client inquiries via phone as well as emailAssist Senior Investment Executive with client presentations, material development and other duties as necessarySome travel between branch offices and/or client residences can be expectedHandle some clerical duties (filing, faxing, etc.) as necessaryComplete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.Regular, predictable attendance is an essential requirement of this positionComplete all other duties as assignedEDUCATION and/or EXPERIENCE:Bachelor’s Degree in Business (Finance preferred)Must have Life, Accident & Health license, and Series 7 (or become licensed within 6 months)Minimum of 1 year experience in a sales environmentMinimum of 1 year experience working with CD’s or other banking/investment related products preferredE-Verify is used to confirm the identity and employment eligibility of all newly hired employees.Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteranQualificationsEDUCATIONBachelors or better in Finance or related fieldSKILLSFinancial Advising - IntermediateLICENSES & CERTIFICATIONSSeries 7 LicenseLife & Health LicenseJob SummaryRequisition Number: INVES002289Job Category: Wealth ManagementSchedule: Full-Time
- ...will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book... ...inquiries via phone as well as emailAssist Senior Investment Executive with client presentations, material development and other duties...SuggestedFull timeLocal area
$85k - $155k
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