Investment Executive, Financial Advisor
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Largo • 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
- Achieving sales goals while serving the clients' best interests
- Plan and conduct individual and group coaching sessions with retail bank employees
- Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers
- Handle daily client needs and problems and prioritize and delegate tasks to resolve
Requirements
- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses are required
- Variable Annuity license is required
- Ability to motivate others in a team environment
- Demonstrated ability to simplify and communicate complex financial concepts
- Proven experience in building strong internal and external client relationships
Benefits
- Comprehensive benefits programs designed to support individual needs 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 ExperienceSales Goals AchievementClient Account ManagementCoachingTrainingProblem ResolutionTask DelegationFinancial Concepts Communication
Soft skills
Motivational SkillsTeam Environment CollaborationRelationship Building
Certifications
Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseVariable Annuity License