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Sr. Investment Executive Full-time

at Farmers National Banc Corp. in Ohio (Published at 11-01-2019)

To enhance customer relationships of the Bank, as well as create new financial relationships with customers outside the Bank.

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

  • Lead/Referral generation from bank associates
  • Be able to create referrals from the Bank by being visible in offices and thinking of creative ways to generate these referrals
  • Manage a book of business; to include conducting meetings with new and existing bank and brokerage clientele to retain business and attract new business
  • The financial advisor will have the fiduciary responsibility of their business, seeing to it that their component of the department is profitable and achieves established goals
  • Oversee the performance of any administrative employees directly reporting to them

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


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