Investment Executive

Farmers Logo 2022
Massillon, OH
Category Operations
Job Description
Assist clients by providing sound financial advice, advising on risks and opportunities, and managing a book of business with $5-10 million in assets.

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
  • Partner with Branch personnel to prospect new clients and service existing clients
  • Handle incoming client inquiries via phone and email
  • Assist Senior Investment Executive with client presentations, material development and other duties

Benefits

  • Health Insurance
  • 401(k) Matching
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Paid Time Off
  • Retirement Plan
  • E-Verify used to confirm employment eligibility
  • Equal Opportunity Employer: disability/veteran
]]>