Fifth Third Bank

Investment Executive, Financial Advisor

Fifth Third Bank

full-time

Posted on:

Location Type: Office

Location: Oswego • Illinois • 🇺🇸 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
  • Handle large book of clients with more complex financial profiles
  • Achieve targeted securities fee income goals within assigned territory
  • Design and customize coaching sessions to train bankers on investment strategies
  • Conduct solo and joint appointments with bankers
  • Maintain presence within the bank to develop strong relationships with clients
  • Responsible for always doing the right thing for customers and colleagues
  • 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
  • Motivated by commission sales, recognition programs, and internal sales competition
  • Ability to motivate others in a team environment
  • Ability to transfer knowledge through highly developed coaching and teaching skills
  • 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
  • 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
Brokerage Industry ExperienceSecurities Fee Income GoalsInvestment StrategiesFinancial ConceptsSecurities Business KnowledgeInvestment ProductsFinancial SolutionsSales SkillsPresentation SkillsCoaching Skills
Soft skills
Motivating OthersTeam EnvironmentKnowledge TransferRelationship BuildingCommunication SkillsCoachingTrainingBusiness DevelopmentCustomer FocusRecognition Programs
Certifications
Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseVariable Annuity LicenseState Insurance License