Investment Advisor | Manage $5–$10M AUM, 125 Clients

Farmers National Bank of Canfield; Niles (OH); Presencial; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

Farmers National Bank of Canfield is seeking an Investment Advisor to guide clients on Mutual Funds, Fixed and Variable Annuities, and CDs. You will manage a book of business and generate new opportunities while building lasting relationships with clients in the Niles area.

The role requires a Bachelor’s in Business (Finance preferred), active Life/Health and Series 7 licenses or willing to obtain them within 6 months, and at least one year in a sales environment.

Qualificações

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

Responsabilidades

• 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

Conhecimentos

Mutual funds

Fixed annuities

Variable annuities

CDs

Sales experience

Investment products

Formação académica

Bachelor’s Degree in Business (Finance preferred)

Life, Accident & Health license

Series 7 license

Descrição da oferta de emprego

Farmers National Bank of Canfield is seeking an Investment Advisor to guide clients on Mutual Funds, Fixed and Variable Annuities, and CDs. You will manage a book of business and generate new opportunities while building lasting relationships with clients in the Niles area.

The role requires a Bachelor’s in Business (Finance preferred), active Life/Health and Series 7 licenses or willing to obtain them within 6 months, and at least one year in a sales environment.