Investment Executive

Farmers National Bank of Canfield; Vienna Township (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Farmers National Bank of Canfield is seeking a Financial Advisor to assist clients with mutual funds, fixed and variable annuities, and CDs. You will build relationships, present investment ideas, and manage a portfolio with significant assets.

The role requires licensing (Life/Health, Series 7) or progression toward it, and prior sales experience in banking/investment products. Travel between branches may be required.

Qualifications

• Provides financial advice to clients on investments and products.
• Maintains up-to-date knowledge of market conditions and trends.
• Strong communication and relationship-building with clients.

Responsibilities

• Manage a client book of 125 with $5–10M assets under management.
• Research securities products to inform clients and stay current on markets.
• Process securities transactions compliant with laws and internal guidelines.
• Conduct regular client meetings and presentations.
• Generate new business leads and prospect new clients.

Skills

Financial Advising

Education

Bachelor's Degree in Business

Finance degree

Job description

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/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

Qualifications

Bachelors of Finance (required)

Licenses & Certifications

Series 7 License (preferred)

Life & Health License (required)

Skills

• Financial Advising (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.