Reference #: e3fb40fa-9e8b-482a-a10b-cb342d62cf60Description

　　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 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/trendsProcess securities transactions for clients in accordance with all Federal, State, Local and Company laws/guidelinesConduct regular client meetings and presentationsGenerate new business leads independentlyPartner with Branch personnel to prospect new clients and service existing clientsHandle incoming client inquiries via phone as well as emailAssist Senior Investment Executive with client presentations, material development and other duties as necessarySome travel between branch offices and/or client residences can be expectedHandle some clerical duties (filing, faxing, etc.) as necessaryComplete 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 positionEDUCATION and/or EXPERIENCE: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 environmentMinimum of 1 year experience working with CD's or other banking/investment related products preferredQualifications

　　EducationBachelors of Finance (required)

　　Licenses & CertificationsSeries 7 License (preferred)Life & Health License (required)

　　SkillsFinancial Advising (preferred)

　　Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

　　The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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