Investment Executive, Financial Advisor
Fifth Third Bank
full-time
Posted on:
Location Type: Office
Location: Tampa • Florida • United States
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About the role
- Accountable for overall production, coaching, and developing a team of licensed bankers
- Design and customize coaching sessions to train bankers on investment strategies
- Conduct appointments with bankers and assist in identifying potential clients
- Develop strong relationships with internal and external clients
- Achieve sales goals while serving clients' best interests
- Manage sales planning to drive goals and client experience
- Conduct seminars for business development
Requirements
- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) licenses required
- Variable Annuity license required
- Ability to motivate others in a team environment
- Ability to transfer knowledge through highly developed coaching and teaching skills
- Demonstrated ability to communicate complex financial concepts
- Proven experience in building client relationships
- Highly developed knowledge of the securities business, investment products and financial solutions
- Highly developed sales and presentation skills
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
investment strategiessales planningfinancial conceptssecurities businessinvestment productsfinancial solutionscoachingpresentation skills
Soft Skills
team motivationcoachingcommunicationrelationship building
Certifications
Series 7 licenseSeries 66 licenseVariable Annuity license