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Wealth Advisor: Client Portfolio
Job in
Plain City, Madison County, Ohio, 43064, USA
Listed on 2026-03-15
Listing for:
Farmers National Bank of Canfield
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Insurance Sales, Financial Sales -
Sales
Insurance Sales, Financial Sales
Job Description & How to Apply Below
Location: Plain City
A regional bank in Ohio is looking for a Financial Advisor to assist clients with Mutual Funds, Annuities, and Certificates of Deposit. The role requires managing a book of business with 100-150 clients and generating new sales opportunities. Candidates should have a Bachelor’s Degree in Business, possess a Life, Accident & Health license, and a Series 7 license. Strong client communication skills are essential, along with a background in sales and banking/investment products.
This position offers opportunities for career advancement within a supportive environment.
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