Investment Representative

Job Title: Investment Representative

Location: Celina, OH

Status: Full Time

FSLA Job Class: Exempt

Department: CNB Wealth Management Group

Reports To: Van Wert Investment Representative

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in our Celina market for an Investment Representative. In this role you will be an integral part of the organization responsible for portfolio management, client communication, and client wealth management meetings.

• Develops, services, and delivers financial planning to clients.
• Provides annual client reviews.
• Assist clients with insurance, retirement, and estate planning.
• Follows up on bank/firm generated leads.
• Develops and maintains written systems of their activity.
• Reviews business trends and advises customers regarding expected fluctuations.
• Attends sales and trade meetings to develop new business prospects.
• Makes presentations on financial services to groups to attract new clients.
• Promotes favorable image of the financial institution in all business activities within the community.
• Requires travel to outside offices at times to meet with management and staff; on‑site presence is necessary for teamwork, face‑to‑face interaction with peers/management, and to utilize in‑house software and hardware.
• Must be able to relate to other people beyond giving and receiving instructions: must get along with co‑workers or peers without exhibiting behavioral extremes; be able to perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and respond appropriately to criticism from a supervisor.

• Bachelor's degree in business, finance or related field preferred; appropriate licensure including Series 7 and Series 63 AND 65 (or 66 if not both 63 AND 65) and insurance license.

• Previous investment knowledge and experience preferred.
• Stellar communication.
• Sales and public relations skill, as well as interviewing and research skills.
• Continuing education to remain current in new regulations, products, and changes in laws, etc. is required.

• Company Paid Life Insurance
• Generous Paid Time Off
• Incentive Plan paid on a quarterly basis
• Employee Stock Ownership Plan for your retirement
• Banking Perks

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.