Investment Executive

Farmers National Bank of Canfield; Canfield (OH); Presencial; USD 60.000 - 95.000; Jornada completa

Descripción de la vacante

Farmers National Banc Corp. seeks an experienced investment-focused professional to assist clients with mutual funds, annuities, and CDs, while growing the book of business. You will research securities, conduct client meetings, and coordinate with branch staff to service a 125+ client base with $5–$10 million in assets.

Licensing and compliance training required. Flexibility for some travel and ongoing licensing within 6 months will be required; strong sales and relationship skills are

Formación

• Bachelor’s degree in business or finance preferred.
• Licensed to sell securities (Life, Accident & Health); Series 7 may be required within 6 months.
• At least 1 year in a sales environment; banking/investment products experience preferred.

Responsabilidades

• Assist clients with financial advice on mutual funds, fixed and variable annuities, and CDs.
• Generate new sales opportunities and maintain communication with portfolio clients.
• Research securities products to provide information and monitor market trends.
• Process securities transactions in compliance with laws and guidelines.
• Conduct regular client meetings and partner with branch staff to service clients.
• Travel between branch offices and client residences as needed.

Conocimientos

Sales experience

Client relationship management

Research securities

Educación

Bachelor’s Degree in Business (Finance preferred)

Life, Accident & Health license

Series 7 license or plan to obtain within 6 months

Descripción del empleo

Description

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

E-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/veteran