Fifth Third Bank

Investment Executive, Financial Advisor

Fifth Third Bank

full-time

Posted on:

Location Type: Office

Location: Sarasota • Florida • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
  • May handle 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 within assigned territory.
  • Design and customize coaching sessions to train bankers on investment strategies and product solutions.
  • Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
  • Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

Requirements

  • Prior Brokerage Industry Experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
  • Variable Annuity license is required.
  • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
  • Demonstrated ability to simplify and communicate complex financial concepts.
  • 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
  • Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
  • More information can be obtained upon request.
  • Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing 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
Brokerage Industry ExperienceSecurities Products SalesInvestment StrategiesFinancial SolutionsCoaching and TrainingRisk ManagementSales SkillsPresentation SkillsClient Relationship ManagementVariable Annuity License
Soft skills
Motivational SkillsTeam Environment CollaborationKnowledge TransferCommunication SkillsSimplifying Complex ConceptsBuilding RelationshipsCredibility DevelopmentCoaching SkillsProblem SolvingClient Needs Assessment
Certifications
Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseState Insurance License