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Wealth Advisor: Client Portfolio

Job in Plain City, Madison County, Ohio, 43064, USA
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
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Grow $5-10M Client Portfolio
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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