Investment Professional

4 days ago


Canton, United States Farmers National Full time
Job Summary

We are seeking a highly skilled Investment Executive to join our team at Farmers National Banc Corp. As an Investment Executive, you will play a critical role in assisting clients with their financial needs and providing sound investment advice.

Key Responsibilities
  • Manage a book of business consisting of approximately 125 clients with assets under management of between $5-million and $10-million.
  • Research securities products to provide clients with accurate and up-to-date information.
  • Process securities transactions in accordance with all relevant laws and regulations.
  • Conduct regular client meetings and presentations to discuss investment opportunities and portfolio performance.
  • Generate new business leads and partner with branch personnel to prospect new clients and service existing ones.
  • Handle incoming client inquiries via phone and email, providing timely and effective support.
  • Assist Senior Investment Executives with client presentations, material development, and other duties as necessary.
  • Some travel between branch offices and/or client residences may be required.
  • Perform various clerical duties, such as filing and faxing, as needed.
  • Complete all mandatory and elective training, including BSA and Anti-Money Laundering procedures, to maintain compliance with relevant 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.
  • 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, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our clients.



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