Description 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

Effectively and ethically manage a book of business consisting of approximately 125 clients with assets under management of between $5-million and $10-million.\nResearch securities products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends\nProcess securities transactions for clients in accordance with all Federal, State, Local and Company laws/guidelines\nConduct regular client meetings and presentations\nGenerate new business leads independently\nPartner with Branch personnel to prospect new clients and service existing clients\nHandle incoming client inquiries via phone as well as email\nAssist Senior Investment Executive with client presentations, material development and other duties as necessary\nSome travel between branch offices and/or client residences can be expected\nHandle some clerical duties (filing, faxing, etc.) as necessary\nComplete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.\nRegular, predictable attendance is an essential requirement of this position\nComplete all other duties as assigned EDUCATION and/or

EXPERIENCE

Bachelor's Degree in Business (Finance preferred)\nMust have Life, Accident & Health license, and Series 7 (or become licensed within 6 months)\nMinimum of 1 year experience in a sales environment\nMinimum of 1 year experience working with CD's or other banking/investment related products preferred E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an

Equal Opportunity Employer:

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