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Financial Planning Assistant; Series | Client Services
Job in
Niles, Trumbull County, Ohio, 44446, USA
Listed on 2026-06-23
Listing for:
Farmers National Bank of Canfield
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Administrative/Clerical
Job Description & How to Apply Below
Farmers National Bank of Canfield is looking for a candidate to provide administrative support to Investment Executives concerning the Money Guide Pro system and client service. This role requires a Series 6 license and five years of experience in financial services.
Responsibilities include client data management, generating reports, and assisting in financial planning. Preferred qualifications include Series 7 and Life Insurance licenses, with educational preference for a Bachelor’s in Business Administration.
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