Investment Executive

4 days ago

Jasper, Indiana, United States Farmers National Full time
Job 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 clients with a Book of Business totaling between $5-million and $10-million.

Key Responsibilities
  • 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.
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

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