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Investment Executive, Financial Advisor
Fifth Third Bank. Accountable for overall production, coaching, training, and development of licensed retail bankers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of financial products and securities, with a strong ability to coach and mentor licensed bankers while achieving sales goals. Proven track record in building client relationships and simplifying complex financial concepts for diverse audiences.
Highest-signal resume keywords
Brokerage Industry ExperienceSeries 7 LicenseSeries 66 LicenseSales and Presentation SkillsCoaching and Teaching Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Products KnowledgeInvestment StrategiesSales PlanningClient Relationship ManagementRisk ManagementSecurities Fee Income GoalsAccount Review and Sales ClosurePost-Appointment Follow-UpBusiness Development SeminarsSales-Tracking Reports
Soft Skills
Motivational SkillsCommunication SkillsProblem-Solving SkillsTeam CollaborationClient-Centric Approach
Certifications & Qualifications
Series 63 LicenseSeries 65 LicenseVariable Annuity LicenseState-Required Insurance Licenses
Industry Keywords
Securities ProductsFinancial SolutionsInvestment ProductsClient Needs AssessmentSales Goals AchievementCoaching SessionsInternal Sales CompetitionClient ExperienceReferral DevelopmentEstate Planning
About the role
Key responsibilities & impact- Accountable for overall production, coaching, training, and development of licensed retail bankers
- Handle a large book of clients with complex financial profiles
- Sell the full range of securities products and achieve targeted securities fee income goals
- Design and customize coaching sessions on investment strategies and product solutions
- Conduct solo and joint client appointments with bankers
- Identify potential clients and provide solutions aligned with client needs and financial goals
- Maintain strong relationships and credibility with internal and external clients
- Serve clients' best interests while achieving sales goals
- Plan and conduct individual and group coaching sessions
- Review existing accounts and close sales individually and jointly with licensed bankers
- Handle daily client needs, prioritize and delegate tasks, and resolve problems
- Conduct post-appointment follow-up and develop referrals
- Manage sales planning for self and team to achieve goals, client experience, and financial results
- Maintain comprehensive knowledge of financial products through self-study, periodicals, and coursework
- Prepare internal sales-tracking reports
- Coordinate daily with the team to complete accountabilities accurately
- Conduct internal and external business-development seminars
- Introduce clients to other Fifth Third Bank services, including loans, estate planning, and deposits
- Coach and mentor licensed bank employees
- Equip licensed bankers with tools and skills for success
- Guide team progress toward established goals
- Recognize and reward achievement of goals
- Identify, assess, manage, monitor, and report risks within the Bank's risk appetite
Requirements
What you’ll need- Prior Brokerage Industry Experience
- Series 7 and Series 66, or Series 63 and Series 65
- Appropriate state-required insurance licenses
- Variable Annuity license
- Motivated by commission sales, recognition programs, and internal sales competition
- Ability to motivate others in a team environment
- Highly developed coaching and teaching skills
- Ability to communicate complex products and processes
- Demonstrated ability to simplify and communicate complex financial concepts
- Proven experience 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
- Ability to travel within assigned territory
Benefits
Comp & perks- Incentive compensation combined with either a base salary or a draw to determine total cash compensation
- Compensation includes company, line of business and/or individual performance-based incentives
- Comprehensive benefits programs
- Benefits supporting physical, financial, emotional and social well-being
- Recognition programs
- Internal sales competition among co-workers