Investment Portfolio Manager
2 weeks ago
Job Summary: We are seeking a highly skilled Investment Executive to join our team at Farmers National Banc Corp. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to build strong relationships with clients.
Key Responsibilities:
- Manage a portfolio of clients with assets under management of between $5-million and $10-million.
- Provide sound financial advice and research securities products to maintain a current and strong knowledge of market conditions and trends.
- Process securities transactions for clients in accordance with all Federal, State, Local and Company laws and guidelines.
- Conduct regular client meetings and presentations to generate new business leads and maintain existing relationships.
- Partner with Branch personnel to prospect new clients and service existing clients.
- Handle incoming client inquiries via phone and email, and assist Senior Investment Executives with client presentations and material development.
- Complete all mandatory and elective training, including BSA and Anti-Money Laundering procedures, and maintain compliance with all appropriate rules and regulations.
Requirements:
- 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, with a minimum of 1 year experience working with CD's or other banking/investment related products preferred.
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Investment Portfolio Manager
2 weeks ago
Youngstown, Ohio, United States Farmers National Full timeJob Summary: We are seeking a highly skilled Investment Executive to join our team at Farmers National Banc Corp. The successful candidate will be responsible for managing a book of business consisting of approximately 125 clients with assets under management of between $5-million and $10-million.Key Responsibilities:Effectively manage a portfolio of clients...
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Investment Executive
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Insurance Portfolio Manager
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Business Development Manager
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Business Development Manager
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