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Investment Executive

2 months ago

Carmel, Indiana, United States Fifth Third Full time
Job Summary

We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, identifying opportunities to grow their wealth, and providing expert guidance on investment products and services.

Key Responsibilities
  • Develop and execute sales strategies to achieve targeted revenue goals
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Provide expert guidance on investment products and services, including securities, loans, and estate planning
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients
  • Stay up-to-date on industry trends and market developments to provide informed advice to clients
Requirements
  • Proven experience in sales and relationship-building in the financial services industry
  • Strong knowledge of investment products and services, including securities, loans, and estate planning
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required
What We Offer

Fifth Third Bank is committed to providing a dynamic and inclusive work environment that supports the growth and development of our employees. We offer a competitive salary and bonus structure, comprehensive benefits package, and opportunities for professional growth and advancement.