Investment Executive, Financial Advisor
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Fort Lauderdale • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
- Handle a large book of clients with more complex financial profiles
- Accountable for sales of full range of securities products and achieve targeted securities fee income goals
- Design and customize coaching sessions to train bankers on investment strategies and product solutions
- Conduct solo and joint appointments with bankers
- Maintain presence within the bank to develop strong relationships and credibility with clients
- Responsible and accountable for risk by elevating concerns and personally following policies and procedures
- Achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks
- Develop and conduct client meetings to review existing accounts and close sales
- Post-appointment follow-up to maintain relationships and develop referrals
Requirements
- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
- Variable Annuity license required
- Ability to motivate others in a team environment
- Ability to transfer knowledge through highly developed coaching and teaching skills
- Proven experience in building strong internal and external client relationships
- Highly developed knowledge of the securities business, investment products and financial solutions
- Highly developed sales and presentation skills
- Travel required within assigned territory
Benefits
- Comprehensive benefits programs
- Physical, financial, emotional, and social well-being support
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment strategiessecurities productsfinancial solutionssalesrisk managementclient relationship managementcoachingtraining
Soft skills
team motivationcoachingteachingrelationship buildingpresentation skills
Certifications
Series 7Series 66Variable Annuity licensestate insurance licenses