Investment Executive, Financial Advisor
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Fishers • 🇺🇸 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
- Achieving sales goals while serving clients' best interests
- Conduct client meetings to review existing accounts and close sales
- Prepare necessary internal reports for sales tracking
- Conduct internal and external seminars to focus on business development and growth
Requirements
- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
- Variable Annuity license
- Ability to motivate others in a team environment
- Demonstrated ability to simplify and communicate complex financial concepts
Benefits
- Comprehensive benefits programs designed to support individual needs
- Physical, financial, emotional and social well-being
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales trackingbusiness developmentfinancial concepts
Soft skills
coachingtrainingteam motivationcommunication
Certifications
Series 7Series 66Variable Annuity licensestate insurance licenses