Investment Executive

5 days ago


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

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 leading a team of licensed retail bankers and driving sales of full range of securities products.

Key Responsibilities:
  • Lead a team of licensed retail bankers and provide coaching, training, and development opportunities.
  • Develop and implement sales strategies to achieve targeted securities fee income goals.
  • Conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
  • Handle daily client needs and problems, and prioritize and delegate tasks to resolve.
  • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience, and financial results.
Requirements:
  • Prior brokerage industry experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
  • Variable Annuity license.
  • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
  • Ability to motivate others in a team environment.
  • Highly developed knowledge of the securities business, investment products, and financial solutions.

Fifth Third Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where all employees can thrive.



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