Investment Executive

2 days ago


Chicago, Illinois, United States Fifth Third Full time
Job Title: Investment Executive

At Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As an Investment Executive, you'll play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities:
  • Develop and execute sales strategies to achieve targeted securities fee income goals
  • Coach and train licensed retail bankers to enhance their investment knowledge and skills
  • Conduct client meetings to review existing accounts and close sales
  • Manage daily client needs and problems, prioritizing and delegating tasks to resolve
  • Post-appointment follow-up to maintain relationships and develop referrals
  • Manage sales planning for self and team to drive sales, client experience, and financial results
Requirements:
  • Prior brokerage industry experience
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
  • Variable Annuity license
  • Motivated by commission sales, recognition programs, and internal sales competition
  • Ability to motivate others in a team environment
  • Highly developed knowledge of the securities business, investment products, and financial solutions

Fifth Third Bank is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating an inclusive culture where everyone feels valued and empowered to succeed.


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