Fifth Third Bancorp

2 weeks ago

Investment Executive (Financial Advisor) Canton / Ann Arbor, MI

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Lead production and help grow a team of licensed retail bankers through coaching, training, and customized sessions on investment strategies and securities product solutions. Manage client relationships and perform solo and joint appointments to identify opportunities, close sales, and meet securities fee income goals within your assigned territory. Stay engaged inside the bank, support referrals, track sales through internal reporting, and manage client needs while following risk and customer experience expectations.

Location: Ann Arbor

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Manager level

Key Responsibilities

•Achieve sales goals in clients’ best interests while meeting securities fee income targets in the assigned territory.
•Coach and train retail bank employees through individual and group coaching sessions and customized investment strategy training.
•Conduct client meetings and solo/joint appointments to review accounts, close sales, and provide solutions aligned with clients’ goals.
•Handle daily client needs, prioritize and delegate tasks, and conduct post-appointment follow-up to build referrals.
•Manage sales planning for self and team, maintain product knowledge, prepare internal sales-tracking reports, and run internal/external seminars for business development.

Key Requirements

•Prior brokerage industry experience.
•Hold Series 7 and 66 (or 63 and 65) and required state insurance licenses (Michigan/Ohio exception applies as stated).
•Hold a Variable Annuity license (required).
•Ability to coach, motivate, and develop others in a team environment.
•Strong knowledge of the securities business, investment products, financial solutions, and sales/presentation skills.

Experience:BrokerageSecuritiesFinancial services

Skills:CoachingTeachingClient relationship buildingCommunicationSales presentation

Certifications:Series 7Series 66Series 63Series 65Variable Annuity license

Company Brief

Fifth Third Bancorp

Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor

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Fifth Third Bancorp

2 weeks ago

Investment Executive (Financial Advisor) Canton / Ann Arbor, MI

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Ann Arbor

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Manager level

Key Responsibilities

•Achieve sales goals in clients’ best interests while meeting securities fee income targets in the assigned territory.
•Coach and train retail bank employees through individual and group coaching sessions and customized investment strategy training.
•Conduct client meetings and solo/joint appointments to review accounts, close sales, and provide solutions aligned with clients’ goals.
•Handle daily client needs, prioritize and delegate tasks, and conduct post-appointment follow-up to build referrals.
•Manage sales planning for self and team, maintain product knowledge, prepare internal sales-tracking reports, and run internal/external seminars for business development.

Key Requirements

•Prior brokerage industry experience.
•Hold Series 7 and 66 (or 63 and 65) and required state insurance licenses (Michigan/Ohio exception applies as stated).
•Hold a Variable Annuity license (required).
•Ability to coach, motivate, and develop others in a team environment.
•Strong knowledge of the securities business, investment products, financial solutions, and sales/presentation skills.

Experience:BrokerageSecuritiesFinancial services

Skills:CoachingTeachingClient relationship buildingCommunicationSales presentation

Certifications:Series 7Series 66Series 63Series 65Variable Annuity license

Company Brief

Fifth Third Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Cincinnati, United States

Founded: 1858

Glassdoor: 3.7

Website LinkedIn Glassdoor