Qualified Retirement Plan Advisor

3 weeks ago

Beachwood, United States Farmers National Full time
Description

SUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while staying within budget parameters.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:

  • Managing a book of retirement plan investment advisory business
  • Developing and implementing an Investment Policy Statement (IPS)
  • Monitoring investments for soundness and appropriateness on a plan level basis
  • Conducting regular investment review meetings with new and existing clients
  • Develop/enhance referral process from Bank associates to Retirement Plan Services/Investment Reps
  • Clearly define and communicate the profile of a potential corporate retirement plan client
  • Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile
  • Develop and strengthen lead generation from other Centers of Influence
  • Conduct direct client prospecting
  • Oversee the performance of any administrative associates directly reporting to them
  • 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, Series 7, and Series 66
  • Minimum of one (1) year retirement plan advisory experience

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

Qualifications
Education Bachelors of Business Administration (required)
Licenses & Certifications Series 63 License (preferred)
Series 7 License (preferred)
Series 6 License (preferred)
Skills Sales Experience (preferred)

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)

  • HFA Financial Advisor

    7 days ago

    Beachwood, United States Huntington Bancshares, Inc. Full time

    Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to Financial Advisor, Advisor, Financial Planning, Customer Experience, Financial, Banking

  • Beauty Advisor

    4 days ago

    Beachwood, United States Sephora Full time

    Job ID: 247299Store Name/Number: OH-Beachwood (0280)Address: 26300 Cedar Road, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularBeauty Advisor As a Beauty Advisor, you are a key team member who inspires and helps our customers become the best version of themselves. You are encouraged...

  • Beauty Advisor

    5 days ago

    Beachwood, Ohio, United States Sephora Full time

    Job ID: 248951Store Name/Number: OH-Beachwood (0280)Address: 26300 Cedar Road, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Part TimePosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences for...

  • Beauty Advisor

    5 days ago

    Beachwood, Ohio, United States Sephora Full time

    Job ID: 247846Store Name/Number: OH-Pinecrest (1194)Address: 311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences for...

  • Beauty Advisor

    5 days ago

    Beachwood, Ohio, United States Sephora Full time

    Job ID: 247847Store Name/Number: OH-Pinecrest (1194)Address: 311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Part TimePosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences...

  • Licensed Beauty Advisor

    2 days ago

    Beachwood, United States Sephora Full time

    Job ID: 247298Store Name/Number: OH-Beachwood (0280)Address:26300 Cedar Road, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:FlexPosition Type: RegularLicensed Beauty Advisor (Cosmetology, Esthetician)As our Licensed Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients...

  • Beauty Advisor

    4 days ago

    Beachwood, United States Sephora Full time

    Job ID: 247846Store Name/Number: OH-Pinecrest (1194)Address: 311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences for...

  • Licensed Beauty Advisor

    5 days ago

    Beachwood, United States Sephora Full time

    Job ID: 247845Store Name/Number: OH-Pinecrest (1194)Address:311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Part TimePosition Type: RegularYour Role at Sephora: As a Licensed Beauty Advisor, you'll guide clients on their beauty journey, creating memorable experiences. If you love beauty,...

  • Licensed Beauty Advisor

    4 days ago

    Beachwood, United States Sephora Full time

    Job ID: 247845Store Name/Number: OH-Pinecrest (1194)Address:311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:Part TimePosition Type: RegularYour Role at Sephora: As a Licensed Beauty Advisor, you'll guide clients on their beauty journey, creating memorable experiences. If you love beauty,...

  • Planning Consultant

    2 weeks ago

    Beachwood, United States Fidelity Investments Full time

    Job Description:Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. As a Planning...

  • Tax Manager Public Accounting

    1 month ago

    Beachwood, United States Sable Group LLC Full time

    Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-starting tax manager (CPA required). As the firm continues to grow, additional staff is required to help manage clients. The right candidate will have between 5 and 8 years of CPA firm experience working with private businesses and high net...

  • Tax Manager Public Accounting

    1 month ago

    Beachwood, United States Sable Group LLC Full time

    Job DescriptionJob DescriptionA boutique tax and accounting firm on the east side of Cleveland is looking for a self-starting tax manager (CPA required). As the firm continues to grow, additional staff is required to help manage clients.The right candidate will have between 5 and 8 years of CPA firm experience working with private businesses and high net...

  • Parts Counter Person

    5 days ago

    Beachwood, United States Infiniti of Beachwood Full time

    Job DescriptionJob DescriptionJob Summary:Infiniti of Beachwood is seeking a highly motivated and customer-oriented individual to join our team as a Parts Advisor. The Parts Advisor is responsible for ensuring parts availability to our customers while efficiently overseeing the dealership’s investment. As part of your passionate commitment to customer...

  • Vice President Finance

    4 days ago

    Beachwood, United States Walnut Ridge Inc Full time

    We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic, and family activities of an entrepreneurial family office. We’re looking for an enterprising problem solver who can help us oversee our financial, wealth, accounting, and tax planning needs; be a key partner in our internal financial...

  • Vice President Finance

    4 days ago

    Beachwood, United States Walnut Ridge Full time

    We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic, and family activities of an entrepreneurial family office. We’re looking for an enterprising problem solver who can help us oversee our financial, wealth, accounting, and tax planning needs; be a key partner in our internal financial...

  • Investment Portfolio Associate- Beachwood, OH

    3 weeks ago

    Beachwood, United States Raymond James Financial Incorporated Full time

    Job Summary: Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and...

  • Investment Portfolio Associate- Beachwood, OH

    3 weeks ago

    Beachwood, United States Raymond James Financial Services Full time

    Description Job Summary : Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing...

  • Sales and Service Leader

    4 days ago

    Beachwood, Ohio, United States Sephora Full time

    Job ID: 247855Store Name/Number: OH-Pinecrest (1194)Address: 311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour Role at Sephora: As a Sales and Service Leader, you'll be at the forefront of our mission to provide an exceptional shopping experience for...

  • Sales and Service Leader

    4 days ago

    Beachwood, United States Sephora Full time

    Job ID: 247855Store Name/Number: OH-Pinecrest (1194)Address: 311 Park Ave, Suite 126, Beachwood, OH 44122, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour Role at Sephora: As a Sales and Service Leader, you'll be at the forefront of our mission to provide an exceptional shopping experience for...

  • Therapy Coordinator

    5 days ago

    Beachwood, United States Select Medical Corporation Full time

    Overview Cleveland Clinic Rehabilitation Hospital * A joint venture with Select Medical & Cleveland Clinic* Beachwood, OH Therapy Coordinator Responsibilities The Therapy Coordinator performs various administrative duties to support the daily operations of the Rehabilitation Services Department. Position requires initiative, problem solving abilities,...