2 Investment Executive Jobs in Du Bois, PA
Farmers National Bank of Canfield is Hiring an Investment Executive Near Du Bois, PA
DescriptionSUMMARY: 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 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
- 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.
- Regular, predictable attendance is an essential requirement of this position
- 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
Job Summary
Full Time
Lending & Credit
$151k-248k (estimate)
06/06/2023
07/03/2024
farmersbankgroup.com
EAST LIVERPOOL, OH
200 - 500
1887
Public
CHARLES LANG
$50M - $200M
Lending & Credit
Related Companies
About Farmers National Bank of Canfield
Farmers National Banc, provides commercial and retail banking services.
The job skills required for Investment Executive include Presentation, Investment Banking, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Executive. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Executive. Select any job title you are interested in and start to search job requirements.
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