Investment Executive

Farmers National Banc Corp.Plain City, OH

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Overview

Schedule

Full-time

Career level

Entry-level

Benefits

Disability Insurance

Life Insurance

Career Development

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

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FAQs About Investment Executive Jobs at Farmers National Banc Corp.

What is the work location for this position at Farmers National Banc Corp.?

This job at Farmers National Banc Corp. is located in Plain City, OH, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Farmers National Banc Corp.?

Employer has not shared pay details for this role.

What employment applies to this position at Farmers National Banc Corp.?

Farmers National Banc Corp. lists this role as a Full-time position.

What experience level is required for this role at Farmers National Banc Corp.?

Farmers National Banc Corp. is looking for a candidate with "Entry-level" experience level.

What is the process to apply for this position at Farmers National Banc Corp.?

You can apply for this role at Farmers National Banc Corp. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.