Top 4 Investment executive Jobs in Massillon, Oh

Investment Executive
Farmers National Bank —Massillon, OH
- Research
- Mid-level
- Office
Quick Apply
Part-Time Chief Information Officer (CIO)
METRO Regional Transit Authority —Akron, OH
- $90,000 - $100,000 a year
- Part-time
- Computer Science
- Contracts
- Senior level
- AD&D insurance
- Paid holidays
Chief Financial Officer (CFO)
United Way of Summit & Medina —Akron, OH
- Weekends as needed
- Background check
- CPA
- Computer literacy
- Paid time off
Quick Apply

Discover related jobs

Based on your search for investment executive jobs.

Director, Customer & Market Growth
Beckett Gas Inc. —North Ridgeville, OH
Bachelor’s degree in business, engineering, or a related field required. Experience developing OEM customer relationships, influencing specifications, and…
Quick Apply
Director of Finance
Congregation Mishkan Or. —Beachwood, OH
Bachelor's degree in Accounting, Finance, or a related field required; CPA or MBA strongly preferred. Experience with federal/state grant compliance (Uniform…
$130,000 - $150,000 a year
Quick Apply
1d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Home Lending Risk — Risk Strategy and Administration- Executive Director
JPMorganChase —Columbus, OH
Lead Home Lending Risk strategic initiatives by translating senior leadership priorities, emerging risks, and business needs into actionable strategies,…
14d
Investment Executive (Financial Advisor) Grove City, OH
Fifth Third Bank —Grove City, OH
Variable Annuity license is required. Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.

Show more jobs in cities nearby

I want to receive the latest job alert for investment executive in massillon, oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment executive jobs near massillon, oh

Chief Financial Officer jobs in Akron, OH

Allied Universal Security Officer jobs in Houston, TX

Chief Financial Officer jobs in Daytona Beach, FL

Chief Financial Officer jobs in Guam

Security Officer jobs in New Jersey

Chief Financial Officer jobs in Rockland, ME

Chief Financial Officer jobs in Reno, NV

Financial Analyst jobs in Kansas City, MO

Chief Information Officer jobs in Portland, OR

Chief Information Officer jobs in Katy, TX

Chief Information Officer jobs in Fort Myers, FL

Information Technology jobs in Dayton, OH

Chief Information Officer jobs in Knoxville, TN

Security Officer Paid Perc Card Training jobs in Chicago, IL

Remote Loan Officer jobs in Texas

Investment Executive

Farmers National Bank -
Massillon, OH

Quick Apply

Job Details

Qualifications

Research
Series 7
Bachelor's degree
Life & Health Insurance License

Full Job 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.

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

Education

Required

Bachelors or better in Finance or related field

Licenses & Certifications

Required

Life & Health License

Preferred

Series 7 License

Skills

Preferred

Financial Advising

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

investment executive jobs in massillon, oh

Investment Executive

Part-Time Chief Information Officer (CIO)

Chief Financial Officer (CFO)

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for investment executive in massillon, oh

Explore jobs in more locations

Education

Licenses & Certifications

Skills

Job Seeker Tools

Employer Tools

Browse

Stay Connected