Job Description
Description
SUMMARY: 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 business
Developing and implementing an Investment Policy Statement (IPS)
Monitoring investments for soundness and appropriateness on a plan level basis
Conducting regular investment review meetings with new and existing clients
Develop/enhance referral process from Bank associates to Retirement Plan Services/Investment Reps
Clearly define and communicate the profile of a potential corporate retirement plan client
Generate 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 profile
Develop and strengthen lead generation from other Centers of Influence
Conduct direct client prospecting
Oversee the performance of any administrative associates directly reporting to them
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
EDUCATION and/or EXPERIENCE:
Bachelor's Degree in Business (Finance preferred)
Must have Life, Accident & Health license, Series 7, and Series 66
Minimum of one (1) year retirement plan advisory experience
Qualifications
Education
Bachelors of Business Administration (required)
Licenses & Certifications
Series 63 License (preferred)
Series 7 License (preferred)
Series 6 License (preferred)
Skills
Sales 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.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
