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Investment Executive
Farmers Logo 2022
Cortland, OH
Category
Operations
Apply for Job
Job Description
This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit, and advising clients of risks and opportunities associated with investing.
Requirements
Effectively and ethically manage a book of business
Research securities products
Process securities transactions
Conduct regular client meetings and presentations
Generate new business leads independently
Partner with Branch personnel
Handle incoming client inquiries
Assist Senior Investment Executive
Complete all mandatory and elective training
Maintain compliance with all appropriate rules and regulations
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