Investment Executive (Financial Advisor) North Florida

Fifth Third Bank; Gainesville (FL); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking bank that values innovation and client relationships. This role involves leading a team of licensed bankers, focusing on sales and financial solutions tailored to clients' needs. You'll coach and develop your team, ensuring they meet sales goals while maintaining a strong client-first approach. With a commitment to professional growth and a dynamic work environment, this position offers the chance to make a significant impact in the financial industry. If you're driven by success and eager to foster a collaborative team culture, this opportunity is perfect for you.

Qualifications

• Prior brokerage industry experience is essential.
• Strong communication skills for complex financial concepts.

Responsibilities

• Achieve sales goals while prioritizing clients' best interests.
• Conduct coaching sessions and client meetings to drive sales.

Skills

Sales Motivation

Coaching Skills

Communication Skills

Client Relationship Building

Financial Product Knowledge

Education

Series 7 License

Series 66 License

Variable Annuity License

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle a large book of clients with more complex financial profiles. Responsible for sales of a full range of securities products and achieving targeted securities fee income goals within the 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 aligned with their financial goals. Maintain a presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible for risk management by adhering to policies and procedures, raising concerns, and acting in the best interest of customers and colleagues. Achieve results by identifying, assessing, managing, monitoring, and reporting risks, ensuring actions align with the bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Achieve sales goals while prioritizing clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales, individually and jointly.
• Handle daily client needs, resolve problems, and prioritize tasks.
• Follow up post-appointments to maintain relationships and generate referrals.
• Manage sales planning for self and team to drive results.
• Maintain comprehensive knowledge of financial products through self-study and coursework.
• Delegate tasks and ensure follow-through.
• Prepare internal reports for sales tracking.
• Coordinate daily communication with team to ensure accountability.
• Conduct seminars for business development and growth.
• Prioritize client needs and introduce additional services of Fifth Third Bank.
• Serve as a coach and mentor for licensed bank employees.
• Organize and share tools and skills needed for success.
• Guide the team toward established goals and recognize achievements.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Prior brokerage industry experience.
• Series 7, 66 (or 63 and 65), and appropriate state insurance licenses; Variable Annuity license required.
• Motivated by sales, recognition, and competition.
• Ability to motivate and coach others.
• Strong communication skills for complex financial concepts.
• Proven ability to build client relationships.
• Deep knowledge of securities, investment products, and financial solutions.
• Excellent sales and presentation skills.
• Willingness to travel within the territory.

Location: North Florida, Ocala, Florida 34471

Fifth Third Bank values an engaged and inclusive culture and is committed to equal employment opportunity regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or any other protected status.