Investment Executive

2 weeks ago


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

Fifth Third Bank is seeking a highly motivated and experienced Investment Executive to join our team. As an Investment Executive, you will be responsible for developing and executing sales strategies to drive growth and revenue in our securities business.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their financial goals and objectives.
  • Design and implement customized investment plans to meet client needs.
  • Conduct regular sales calls and meetings with clients to review their accounts and provide recommendations.
  • Collaborate with internal teams to identify new business opportunities and develop strategies to capture them.
  • Stay up-to-date on market trends and regulatory changes to ensure compliance and maximize sales opportunities.
Requirements:
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
  • Variable Annuity license.
  • Proven track record of success in sales and leadership roles.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
About Fifth Third Bank:

Fifth Third Bank is a leading financial institution with a strong commitment to customer service and community involvement. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application today.


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