Investment Advisor - Grow Wealth & Client Relationships

Farmers National Bank of Canfield; Massillon (OH); Presencial; USD 55.000 - 95.000; Jornada completa

Descripción de la vacante

Farmers National Bank of Canfield is seeking an Investment Executive to provide financial advice on mutual funds, fixed and variable annuities, and CDs. You will manage a book of 125 clients with $5–$10 million in assets, research products, and generate new sales opportunities.

The role requires licensing (Life/Health, Series 7 or willingness to obtain) and at least 1 year of sales experience in banking/investments. Some travel to client residences and branches is possible.

Formación

• Bachelor’s Degree in Business (Finance preferred).
• Must have Life, Accident & Health license, and Series 7 (or licensed within 6 months).
• Minimum of 1 year experience in a sales environment.
• Minimum of 1 year experience working with CDs or banking/investment products.

Responsabilidades

• Manage a book of approximately 125 clients with assets of $5–10 million.
• Research securities products to inform clients and stay current on market trends.
• Process securities transactions in compliance with laws and guidelines.
• Conduct regular client meetings and presentations.
• Generate new business leads independently.

Conocimientos

Client communication

Sales experience

Financial products

Regulatory knowledge

Educación

Bachelor's degree in Business

Herramientas

Series 7 License

Descripción del empleo

Farmers National Bank of Canfield is seeking an Investment Executive to provide financial advice on mutual funds, fixed and variable annuities, and CDs. You will manage a book of 125 clients with $5–$10 million in assets, research products, and generate new sales opportunities.

The role requires licensing (Life/Health, Series 7 or willingness to obtain) and at least 1 year of sales experience in banking/investments. Some travel to client residences and branches is possible.