Investment Executive

4 days ago


La Grange, 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:
  • Lead a team of licensed retail bankers to achieve sales goals and provide exceptional client service.
  • Develop and execute coaching plans to enhance the skills and knowledge of your team members.
  • Conduct client meetings to review existing accounts and identify opportunities for growth.
  • Maintain a deep understanding of our financial products and services to provide tailored solutions for clients.
  • Collaborate with internal stakeholders to ensure seamless delivery of services and achieve business objectives.
Requirements:
  • Prior experience in the brokerage industry, with a strong understanding of securities products and financial solutions.
  • Series 7, 66 (or 63 and 65) and state-required insurance licenses.
  • Variable Annuity license.
  • Excellent communication and coaching skills, with the ability to motivate and develop a high-performing team.
  • Strong business acumen and ability to analyze complex financial data.
What We Offer:
  • A dynamic and inclusive work environment that values diversity and promotes equal employment opportunity.
  • A comprehensive compensation package, including commission sales and recognition programs.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • The chance to work with a talented team of professionals who are passionate about delivering exceptional client experiences.


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