Investment Executive
Farmers National Bank
Financial Advisor
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/trends
- Process securities transactions for clients in accordance with all Federal, State, Local and Company laws/guidelines
- Conduct regular client meetings and presentations
- Generate new business leads independently
- Partner with Branch personnel to prospect new clients and service existing clients
- Handle incoming client inquiries via phone as well as email
- Assist Senior Investment Executive with client presentations, material development and other duties as necessary
- Some travel between branch offices and/or client residences can be expected
- Handle some clerical duties (filing, faxing, etc.) as necessary
- Complete 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 position
- Complete all other duties as assigned
Education 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 environment
- Minimum of 1 year experience working with CD's or other banking/investment related products preferred
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Executive in Massillon, OH vacancy
- ...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...SuggestedLocal area
Farmers National Bank
Massillon, OH1 day ago $41.25k - $68.75k
...built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to...SuggestedFull timeTemporary workPart timeWork experience placementWork at officePNC
Massillon, OH15 hours ago$41.25k - $68.75k
## Personal BankerApplylocations: OH - Massillontime type: Full timeposted on: Posted Yesterdayjob requisition id: R226704# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- About the job Financial Advisor Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. ...SuggestedRemote workFlexible hours
MBC Talent Connections
Canton, OH1 day ago - ...considered. As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and analyze...SuggestedBank staff
First Commonwealth Bank
Canton, OH3 days ago $50k
...the experience that comes from over 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Canton, OH3 days ago$1,000 per month
...network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings... ...approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hoursNorthwestern Mutual
Canton, OH4 days ago- Northwestern Mutual is seeking College Financial Representatives for an internship program in Canton, Ohio. This role provides students with the opportunity to build a financial planning practice while gaining valuable experience and professional development. Responsibilities...Full timeInternship
Northwestern Mutual
East Canton, OH3 days ago - ...way and for the right reasons.ResponsibilitiesIdentifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified...Work at officeLocal area
Western & Southern Life
Canton, OH1 day ago $1,000 per month
...Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
East Canton, OH3 days ago$61k - $119k
...in building a financial planning practice that focuses on: Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary planning...Work at officeUnavailable
East Canton, OH1 day ago- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Professional Malone University, Canton, OH, US 8 days ago Requisition ID: 1192 Biblical Principles and...Full timeWork at office
Malone
East Canton, OH1 day ago $94k - $175k
...through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client... ...by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
East Canton, OH2 days ago - ...helping them achieve their financial goals. The Financial Advisor will be responsible for developing and implementing comprehensive investment plans, managing client relationships, and identifying new business opportunities. Key Responsibilities Develop and maintain...Work at office
NEST Capital
East Canton, OH3 days ago - Description At Consumers National Bank, our mission is to make a difference in our communities —and that starts with our people. If you enjoy helping others and building relationships, this is a great opportunity to start or grow your career in banking. This position serves...Night shift
Consumers'
East Canton, OH1 day ago - Summary The Financial Aid Counselor provides and supports the vision and mission of the university and the Office of Financial Aid (OFA) by establishing and maintaining the highest level of customer service to Lynn students and parents. The Financial Aid Counselor awards...Work at officeFlexible hoursNight shift
$61k - $119k
...in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning...Full timeContract workFor contractorsWork at office- ....) as directed.* Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.* Consistently meet/exceed customer experience...Work experience placementWork at office
Fifth Third
East Canton, OH4 days ago $70k - $140k
...and entity types (foreign owned-subsidiaries, custody, private investment, private equity) and specialized verticals: Fund Finance,... ...property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for...Work at officeRemote workWork from homeFlexible hoursHuntington
Canton, OH1 day ago- ...products and services to high-net-worth individuals. The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to...
MAI WEALTH MANAGEMENT, INC.
North Canton, OH6 days ago - ...as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer...Work experience placementWork at office
Fifth Third Bancorp
North Canton, OH1 day ago $94k - $175k
...through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client... ...by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for...Work experience placementWork at officeLocal areaFlexible hoursNight shift$97k - $192k
...futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA....Work at officeLocal areaImmediate startWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Executive. Be the first to apply!
