Investment Executive

16 hours ago


Jackson, Michigan, United States Fifth Third Full time
Job Title: Investment Executive

Job Summary: We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As an Investment Executive, you will be responsible for managing a team of licensed retail bankers, coaching and training them to achieve sales goals and develop strong relationships with clients.

Key Responsibilities:

  • Manage a team of licensed retail bankers to achieve sales goals and develop strong relationships with clients.
  • Coach and train bankers on investment strategies and product solutions.
  • Conduct solo and joint appointments with bankers to identify potential clients and provide solutions that align with client needs and financial goals.
  • Maintain a strong presence within the bank to develop relationships and credibility with internal and external clients.
  • Responsible for risk management by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures.
  • Ensure that actions and behaviors drive a positive customer experience.

Requirements:

  • Prior brokerage industry experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
  • Motivated by commission sales, recognition programs, and internal sales competition.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills.
  • Demonstrated ability to simplify and communicate complex financial concepts.
  • Proven experience in building strong internal and external client relationships.
  • Highly developed knowledge of the securities business, investment products, and financial solutions.
  • Highly developed sales and presentation skills.

About Fifth Third Bank: Fifth Third Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.


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