Fifth Third Bancorp

4 weeks ago

Investment Executive (Financial Advisor) Columbia, SC EXPANSION MARKET

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Last checked: 19 hours agoStatus: Live

Job Summary

Lead sales of a full range of securities products within an assigned territory, coaching and developing a team of licensed retail bankers to achieve targeted securities fee income goals. Handle complex client needs, run individual and group coaching sessions, and conduct solo and joint appointments to identify opportunities and recommend solutions aligned to client financial goals. Maintain internal presence, manage sales planning, and follow risk and customer experience expectations while building strong client relationships.

Location: Columbia

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Achieve sales goals while serving clients’ best interests by selling securities products and meeting targeted securities fee income goals.
•Plan and conduct individual and group coaching sessions for licensed retail bankers and serve as a coach and mentor.
•Develop and conduct client meetings, including solo and joint appointments, to review accounts and close sales with licensed bankers.
•Manage daily client needs by prioritizing and delegating tasks and completing follow-up to maintain relationships and referrals.
•Prepare sales-tracking reports, coordinate with the team daily, and conduct internal/external seminars to support business development and growth.

Key Requirements

•Prior brokerage industry experience.
•Series 7 and 66 (or 63 and 65) plus appropriate state-required insurance licenses; variable annuity license required.
•Ability to motivate others in a team environment.
•Strong coaching and teaching skills to relay complex products and processes.
•Demonstrated ability to simplify and communicate complex financial concepts and build client relationships.

Experience:Brokerage

Skills:CoachingMentoringSales motivationCommunicationRelationship building

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

Glassdoor: 3.7

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Fifth Third Bancorp

4 weeks ago