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FARMERS NATIONAL BANK OF CANFIELD

-

Cortland, OH Posted:

9/30/2026 -

Expires:

12/29/2026

Job ID:

293535604 Report this job Apply Now Save To My Profile

Email Print Job Description 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. 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 Complete all other duties as assigned EDUCATION 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 environment Minimum 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. Qualifications Education Bachelors of Finance (required) Licenses & Certifications Series 7 License (preferred)Life & Health License (required) Skills Financial Advising (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor. Farmers National Banc Corp. is an

Equal Opportunity Employer:

disability/veteran See all jobs from this company Job Summary

Employment Type:

Full Time Employee Job type: Federal Contractor

Skill Based Partner:

No

Education Level:

Bachelor's degree

Work Days:

Mon, Tue, Wed, Thu, Fri Job Reference Code 87199677_1 Salary N/A Licenses /

Certifications:

N/A Display Recommended WorkKeys® Recommended WorkKeys®:

N/A MY PROFILE

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