Investment Executive (Financial Advisor) Westside Detroit Metro

Drive investment sales and securities fee income across an assigned territory while acting in clients’ best interests. Coach, train, and develop a team of licensed retail bankers through individual and group sessions, and design coaching for investment strategies and product solutions. Conduct solo and joint client appointments, manage sales planning, follow up for referrals, and maintain relationships inside the bank. Ensure responsible risk management and adherence to policies to support a strong customer experience.