Investment Executive (Financial Advisor) - Bowling Green, KY

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Teaching","Motivation","Communication","Client relationship building","Sales presentation"]

Lead the production of a team of licensed retail bankers by driving coaching, training, and development while supporting their sales efforts. Manage and grow a client book with more complex financial profiles, conducting solo and joint appointments to match client needs with securities products. Plan and execute sales goals, conduct seminars to drive business development, maintain product knowledge, and ensure risk and client-experience expectations are consistently met.

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Fifth Third Bancorp
Fifth Third Bancorp
12 hours ago

Investment Executive (Financial Advisor) - Bowling Green, KY

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Lead the production of a team of licensed retail bankers by driving coaching, training, and development while supporting their sales efforts. Manage and grow a client book with more complex financial profiles, conducting solo and joint appointments to match client needs with securities products. Plan and execute sales goals, conduct seminars to drive business development, maintain product knowledge, and ensure risk and client-experience expectations are consistently met.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve sales goals while serving clients' best interests across securities product sales.
  • •Plan and conduct individual and group coaching sessions for retail bank employees and serve as a coach and mentor.
  • •Develop client relationships through reviews of existing accounts and conduct appointments to close sales individually and jointly with licensed bankers.
  • •Handle daily client needs and problems by prioritizing and delegating tasks, and complete post-appointment follow-ups for referrals.
  • •Prepare internal sales tracking reports, coordinate with the team, and conduct internal and external seminars to support business development and growth.

Key Requirements

  • •Prior brokerage industry experience.
  • •Hold Series 7 and 66 (or 63 and 65) licenses and appropriate state insurance licenses, with the variable annuity license required.
  • •Motivated by commission sales, recognition programs, and internal sales competition.
  • •Ability to motivate others in a team environment and transfer knowledge using coaching and teaching skills.
  • •Proven ability to simplify and communicate complex financial concepts and build strong internal and external client relationships.
Experience:BrokerageFinancial services
Skills:CoachingTeachingMotivationCommunicationClient relationship buildingSales 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
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