Qualified Retirement Plan Advisor at Farmers National Bank of Canfield

DescriptionSUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while staying within budget parameters.ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:Managing a book of retirement plan investment advisory businessDeveloping and implementing an Investment Policy Statement (IPS)Monitoring investments for soundness and appropriateness on a plan level basisConducting regular investment review meetings with new and existing clientsDevelop/enhance referral process from Bank associates to Retirement Plan Services/Investment RepsClearly define and communicate the profile of a potential corporate retirement plan clientGenerate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profileDevelop and strengthen lead generation from other Centers of InfluenceConduct direct client prospectingOversee the performance of any administrative associates directly reporting to themComplete 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 positionEDUCATION and/or EXPERIENCE:Bachelor's Degree in Business (Finance preferred)Must have Life, Accident & Health license, Series 7, and Series 66Minimum of one (1) year retirement plan advisory experience 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/veteranQualificationsEducationBachelors of Business Administration (required)Licenses & CertificationsSeries 63 License (preferred)Series 7 License (preferred)Series 6 License (preferred)SkillsSales Experience (preferred)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 notice from the Department of Labor.