Investment Executive

22 hours ago

Canton, United States Farmers National Full time
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 include, but are not limited to the following:
  • 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
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 preferred

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Investment Executive

    4 weeks ago

    Canton, United States Farmers National Bank of Canfield Full time

    DescriptionSUMMARY: 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...

  • Investment Executive

    2 days ago

    Canton, United States Farmers National Full time

    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...

  • Investment Executive

    2 days ago

    East Canton, United States Farmers National Full time

    Description 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...

  • Executive Director

    1 week ago

    Canton, United States Five Star Senior Living Full time

    Work With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...

  • Executive Director

    1 week ago

    Canton, United States Five Star Senior Living Full time

    Work With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...

  • Executive Director

    6 days ago

    Canton, United States Cameron Hall - Canton Full time

    Work With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...

  • Executive Director

    1 week ago

    Canton, United States Cameron Hall - Canton Full time

    Work With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...

  • Director of Financial Planning

    4 months ago

    Canton, United States Affinity Executive Search Full time

    The FP&A Director is responsible for leading the financial planning and analysis function within the organization. This role includes developing budgets, forecasts, financial models, and performance analyses to support strategic decision-making. The FP&A Director will work closely with senior leadership to drive financial performance, improve profitability,...

  • Sales Executive- Commercial Lines

    6 months ago

    North Canton, United States AssuredPartners Full time

    Overview: Love what you do but not where you do it? As a Sales Executive at AssuredPartners, you will use your existing sales skills and experience and leverage AssuredPartners suite of resources and trainings to reach new heights, all while having fun with a team of like-minded professionals dedicated to reaching new heights together. At one of the fastest...

  • Strategic Product Development Manager

    5 days ago

    Canton, Massachusetts, United States Ignyte AI Full time

    At Ignyte AI, we are looking for a highly skilled Strategic Product Development Manager to join our team. As a key member of our organization, you will be responsible for leading the development of our products and ensuring they meet the needs of our customers.We offer a competitive salary range of $120,000 - $180,000 per year, based on experience and...

  • School Psychologist

    2 months ago

    Canton, United States ProCare Therapy Full time

    Job DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.Exciting Opportunity: Join Us as a School Psychologist in Canton, Georgia!Organization: ProCare TherapyLocation: Canton, GAPosition: Full-Time School PsychologistStart Date: 2024-2025 School YearAbout ProCare Therapy: At ProCare Therapy, were passionate about improving...

  • Head of Financial Risk Management

    4 days ago

    Canton, United States Transamerica Full time

    Job FamilyFinancial RiskAbout Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. ...

  • Finance Director

    23 hours ago

    Canton, TX, United States Prodrive Technologies Full time

    If you are enthusiastic about driving positive change and eager to shape the future of technology in a dynamic, international environment, we invite you to join our Business and Finance team. We are Prodrive Technologies We are dedicated to creating meaningful technologies that make the world work. Through our innovative solutions, we contribute to...

  • Registered Nurse

    1 month ago

    Canton, United States ARK Behavioral Health Full time

    Our mission. Ark Behavioral Health is a network of Drug and Alcohol Addiction Treatment Facilities that provide a variety of levels of care to those who are prepared to begin their journey toward recovery. Our commitment is unmatched and proven by offering a diverse set of clinical therapies, combined with a professional, caring staff and diverse treatment...

  • Relationship Banker

    2 weeks ago

    Canton, United States comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Registered Nurse

    2 days ago

    Canton, United States Ark Behavioral Health Full time

    Job DescriptionOur mission. Ark Behavioral Health is a network of Drug and Alcohol Addiction Treatment Facilities that provide a variety of levels of care to those who are prepared to begin their journey toward recovery. Our commitment is unmatched and proven by offering a diverse set of clinical therapies, combined with a professional, caring staff and...

  • Registered Nurse

    2 weeks ago

    Canton, United States Ark Behavioral Health Full time

    Job DescriptionOur mission. Ark Behavioral Health is a network of Drug and Alcohol Addiction Treatment Facilities that provide a variety of levels of care to those who are prepared to begin their journey toward recovery. Our commitment is unmatched and proven by offering a diverse set of clinical therapies, combined with a professional, caring staff and...

  • Registered Nurse

    14 hours ago

    Canton, United States Ark Behavioral Health Full time

    Job DescriptionOur mission. Ark Behavioral Health is a network of Drug and Alcohol Addiction Treatment Facilities that provide a variety of levels of care to those who are prepared to begin their journey toward recovery. Our commitment is unmatched and proven by offering a diverse set of clinical therapies, combined with a professional, caring staff and...

  • Business Development Manager

    4 weeks ago

    Canton, United States James Hardie Building Products Inc Full time

    James Hardie Building Products Inc. is the North American leader in fiber cement home siding and exterior design solutions. Hardie® products offer long lasting beauty and endless design possibilities with trusted protection and low maintenance. The company pioneered modern fiber cement building products and continues to invest in innovation to transform the...

  • Business Development Manager

    4 weeks ago

    Canton, United States James Hardie Building Products Inc Full time

    James Hardie Building Products Inc. is the North American leader in fiber cement home siding and exterior design solutions. Hardie® products offer long lasting beauty and endless design possibilities with trusted protection and low maintenance. The company pioneered modern fiber cement building products and continues to invest in innovation to transform the...