Investment Executive

2 days ago


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

At Fifth Third Bank, we're committed to making banking a better experience for our customers. As an Investment Executive, you'll play a key role in helping us achieve this goal.

Key Responsibilities:
  • Lead a team of licensed retail bankers and provide coaching, training, and development opportunities to help them succeed.
  • Develop and implement sales strategies to achieve targeted securities fee income goals within assigned territories.
  • Design and customize coaching sessions to 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.
Requirements:
  • Prior brokerage industry experience and relevant licenses (Series 7, 66, and state-required insurance licenses).
  • Motivation by commission sales, recognition programs, and internal sales competition.
  • 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 build strong internal and external client relationships.

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 respected.


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