Investment Executive (Financial Advisor) Hurricane, WV

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

Lead day-to-day sales performance and drive securities fee income within an assigned territory while acting in clients’ best interests. Coach, train, and mentor licensed retail bankers through individual and group coaching sessions, joint appointments, and client meetings. Manage sales planning and follow-up, troubleshoot daily client needs, and prepare internal sales reports. Maintain strong internal and external relationships, deliver seminars, and stay current on financial products and investment strategies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Investment Executive (Financial Advisor) Hurricane, WV

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Lead day-to-day sales performance and drive securities fee income within an assigned territory while acting in clients’ best interests. Coach, train, and mentor licensed retail bankers through individual and group coaching sessions, joint appointments, and client meetings. Manage sales planning and follow-up, troubleshoot daily client needs, and prepare internal sales reports. Maintain strong internal and external relationships, deliver seminars, and stay current on financial products and investment strategies.
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.
  • •Develop and conduct client meetings to review accounts and close sales individually and jointly.
  • •Manage sales planning for self and the team, including tracking and internal reporting.
  • •Handle client needs and post-appointment follow-up to maintain relationships and generate referrals.

Key Requirements

  • •Prior brokerage industry experience.
  • •Series 7, 66 (or 63 and 65) and appropriate state insurance licenses (except: 7 and 63 in Michigan and Ohio) required.
  • •Variable annuity license required.
  • •Motivated by commission sales and internal sales competition/recognition programs.
  • •Ability to motivate others and transfer knowledge through coaching and teaching skills.
Experience:Brokerage
Skills:CoachingTeachingCommunicationRelationship buildingSales skills
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
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor