Investment Executive (Financial Advisor) The Villages, FL

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: SalesSkills: ["Coaching","Teaching","Communication","Relationship-building","Sales/presentation"]

Lead production for a team of licensed retail bankers while driving securities sales and targeted fee income within an assigned territory. Coach and train bankers on investment strategies through individual and group sessions, and conduct joint client appointments to review accounts, close sales, and generate referrals. Maintain strong internal/external relationships, follow risk and customer-experience policies, and deliver accurate sales tracking and ongoing product knowledge. Travel within the territory is required.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Investment Executive (Financial Advisor) The Villages, FL

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Lead production for a team of licensed retail bankers while driving securities sales and targeted fee income within an assigned territory. Coach and train bankers on investment strategies through individual and group sessions, and conduct joint client appointments to review accounts, close sales, and generate referrals. Maintain strong internal/external relationships, follow risk and customer-experience policies, and deliver accurate sales tracking and ongoing product knowledge. Travel within the territory is required.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve securities sales goals while serving clients' best interests.
  • •Plan and conduct individual and group coaching sessions for retail bankers to train investment strategies and solutions.
  • •Develop and conduct client meetings to review accounts, close sales individually and jointly, and drive referrals.
  • •Manage daily client needs, delegate tasks, and conduct post-appointment follow-up to maintain relationships.
  • •Maintain sales planning and produce internal sales tracking reports; coordinate team communication and seminars for business development.
Travel: Medium travel

Key Requirements

  • •Prior brokerage industry experience.
  • •Hold Series 7, 66 (or 63 and 65) and appropriate state-required insurance licenses; variable annuity license required.
  • •Ability to motivate others in a team environment and transfer knowledge through coaching and teaching skills.
  • •Ability to simplify and clearly communicate complex financial concepts.
  • •Demonstrated ability building strong internal and external client relationships and highly developed sales and presentation skills.
Experience:BrokerageFinancial servicesSecurities
Skills:CoachingTeachingCommunicationRelationship-buildingSales/presentation
Licenses:Variable Annuity licenseState required insurance licenses
Certifications:Series 7Series 66Series 63Series 65

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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