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Investment Advisor -Value Client Portfolios

Job in Niles, Trumbull County, Ohio, 44446, USA
Listing for: Farmers National Bank
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Investment Advisor for High-Value Client Portfolios

Farmers National Bank is seeking a Financial Advisor to manage a portfolio of 125 clients, providing expert financial advice on products like Mutual Funds and Annuities. You will generate new sales leads and develop client relationships, ensuring compliance with all regulatory requirements.

A Bachelor’s degree in Finance is required, along with a Life & Health license and Series 7 (or willingness to obtain within 6 months). This role offers a dynamic work environment with considerable client interaction.

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