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Investment Advisor - Mutual Funds & Annuities

Job in Niles, Trumbull County, Ohio, 44446, USA
Listing for: Farmers Logo 2022
Full Time position
Listed on 2026-05-21
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Farmers Logo 2022 is seeking a financial advisor to assist clients in managing investments and providing sound financial advice related to various products including Mutual Funds and Annuities. The role involves managing 125 clients with a Portfolio totaling between $5-million and $10-million.

The ideal candidate should possess a Bachelor’s Degree in Finance, have relevant licenses and a minimum of 1 year experience in sales or investment banking. This position requires effective communication skills and the ability to generate new business leads.

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