Investment Executive (Financial Advisor) Grand Rapids, MI

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Teaching","Risk awareness","Communication","Client relationship management"]

Lead production for a team of licensed retail bankers while driving sales of the full range of securities products. Conduct one-on-one and group coaching, run client meetings, and perform solo/joint appointments to identify opportunities and deliver solutions aligned to client goals. Build referrals through consistent follow-up, maintain strong internal/external relationships, track sales performance with internal reporting, and support business development via seminars and training. Manage risk by following policies and elevating concerns.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Investment Executive (Financial Advisor) Grand Rapids, MI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Lead production for a team of licensed retail bankers while driving sales of the full range of securities products. Conduct one-on-one and group coaching, run client meetings, and perform solo/joint appointments to identify opportunities and deliver solutions aligned to client goals. Build referrals through consistent follow-up, maintain strong internal/external relationships, track sales performance with internal reporting, and support business development via seminars and training. Manage risk by following policies and elevating concerns.
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, including securities fee income targets within the assigned territory.
  • •Plan and conduct individual and group coaching sessions for retail bank employees and licensed bankers.
  • •Develop and conduct client meetings, including solo and joint appointments, to identify potential clients and close sales.
  • •Handle daily client needs by prioritizing and delegating tasks; conduct post-appointment follow-up to maintain relationships and develop referrals.
  • •Manage sales planning for self and the team and prepare internal reports to track sales performance; coordinate daily with the team to complete accountabilities.

Key Requirements

  • •Prior Brokerage Industry Experience.
  • •Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required; Variable Annuity license is required.
  • •Ability to motivate others in a team environment and transfer knowledge through highly developed coaching and teaching skills.
  • •Highly developed sales and presentation skills, with the ability to simplify and communicate complex financial concepts.
  • •Proven experience building strong internal and external client relationships.
Experience:BrokerageFinancial servicesSecuritiesRetail banking
Skills:CoachingTeachingRisk awarenessCommunicationClient relationship management
Licenses:Series 7Series 66Series 63Series 65Variable Annuity licenseAppropriate state insurance licenses
Certifications:Series 7Series 66Series 63Series 65Variable Annuity licenseState insurance licenses

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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