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Investment Executive, Financial Advisor
Fifth Third BankInvestment Executive role at Fifth Third Bank focusing on coaching and financial product sales. Developing team of licensed bankers and managing client relationships in Greater Phoenix area.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in coaching and developing licensed retail bankers while effectively managing client relationships and achieving sales goals. Possesses strong knowledge of investment strategies, financial products, and the brokerage industry.
Highest-signal resume keywords
Brokerage Industry ExperienceSeries 7 LicenseSeries 66 LicenseVariable Annuity LicenseSales and Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment StrategiesFinancial SolutionsClient Relationship ManagementSales PlanningCoaching and Training
Soft Skills
Motivational SkillsCommunication SkillsTeam Collaboration
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseVariable Annuity License
Industry Keywords
Securities BusinessFinancial ProductsClient MeetingsSales GoalsSeminars
About the role
Key responsibilities & impact- Accountable for overall production, coaching, training, and developing a team of licensed retail bankers
- Handle large book of clients with complex financial profiles
- Design and customize coaching sessions to train bankers on investment strategies
- Conduct solo and joint appointments with bankers to identify potential clients
- Maintain presence within the bank to develop relationships
- Achieving sales goals while serving client needs
- Plan and conduct coaching sessions with retail bank employees
- Develop and conduct client meetings to close sales
- Handle daily client needs and prioritize tasks
- Manage sales planning to drive financial results
- Conduct internal and external seminars for business growth
Requirements
What you’ll need- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses required
- Variable Annuity license is required
- Ability to motivate others in a team environment
- Ability to transfer knowledge through coaching and teaching skills
- Demonstrated ability to simplify and communicate complex financial concepts
- Proven experience in building strong 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
Comp & perks- Comprehensive benefits programs designed to support employee well-being
- Incentive compensation based on company and individual performance