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Investment Executive

2 months ago

Naples, Florida, United States Fifth Third Bank Full time

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 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 to achieve targeted securities fee income goals within assigned territory.
  • 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, financial goals, and objectives.
  • Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
  • Achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Requirements:

  • Prior brokerage industry experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
  • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
  • 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.
  • Travel required within assigned territory.