Investment Executive (Financial Advisor) Greater Tampa, FL

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

Lead production by coaching, training, and developing a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products and achieve securities fee income targets within the assigned territory. Conduct individual and group coaching, run client meetings, and perform appointment follow-up to generate referrals. Maintain presence within the bank, prepare sales tracking reports, and deliver seminars to support business development and growth.

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Fifth Third Bancorp
Fifth Third Bancorp
4 days ago

Investment Executive (Financial Advisor) Greater Tampa, FL

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

Job Summary

Lead production by coaching, training, and developing a team of licensed retail bankers while managing a client book with more complex financial profiles. Drive sales of securities products and achieve securities fee income targets within the assigned territory. Conduct individual and group coaching, run client meetings, and perform appointment follow-up to generate referrals. Maintain presence within the bank, prepare sales tracking reports, and deliver seminars to support business development and growth.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Achieve sales goals in the clients’ best interests.
  • •Plan and conduct individual and group coaching sessions for retail bank employees.
  • •Develop and conduct client meetings to review accounts and close sales individually and jointly with licensed bankers.
  • •Handle daily client needs and problems, and prioritize/delegate tasks to resolve issues.
  • •Manage sales planning for self and team and maintain sales tracking through internal reporting.

Key Requirements

  • •Prior brokerage industry experience.
  • •Series 7 and 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.
  • •Demonstrated ability to simplify and communicate complex financial concepts and investment products.
  • •Proven experience building strong internal and external client relationships.
Experience:BrokerageFinancial services
Skills:CoachingTeachingSalesRelationship buildingRisk awarenessCommunication
Licenses:Series 7Series 66Series 63Series 65Variable Annuity licenseState 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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Glassdoor: 3.7
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