Wealth Investment Advisor — Client Relationships & Growth

Farmers National Bank of Canfield; Canfield (OH); Presencial; USD 60 000 - 95 000; Tempo integral

Resumo da oferta

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

Qualificações

• 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.

Conhecimentos

Sales experience

Client relationship management

Research securities

Formação académica

Bachelor’s Degree in Business (Finance preferred)

Life, Accident & Health license

Series 7 license or plan to obtain within 6 months

Descrição da oferta de emprego

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