Investment Executive

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 preferredE-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

QualificationsEDUCATIONBachelors or better in Finance or related fieldSKILLSFinancial Advising - IntermediateLICENSES & CERTIFICATIONSSeries 7 License Life & Health License

Job Summary

Requisition Number: INVES
002289

Job Category:
Wealth Management

Schedule:

Full-Time