Investment Executive (Financial Advisor) North Florida

Fifth Third Bank; Ocala (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a motivated Investment Executive to lead a team of retail bankers in Ocala, Florida. This role emphasizes coaching and developing talent while achieving sales goals and enhancing client relationships. You will be responsible for guiding your team through complex financial products, ensuring they have the tools and knowledge needed for success. If you're passionate about finance and have a knack for motivating others, this is the perfect opportunity to make a significant impact in a dynamic banking environment.

Qualifications

• Prior experience in the brokerage industry is essential.
• Strong coaching and teaching skills to relay complex financial concepts.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Maintain relationships and develop referrals from existing clients.

Skills

Brokerage Industry Experience

Coaching Skills

Sales Skills

Client Relationship Management

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, assisting them in identifying potential clients and providing solutions that align with their needs and financial goals. Maintain a presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible for risk management by openly exchanging ideas, elevating concerns, and following policies and procedures. Always act in the best interest of customers and colleagues to ensure a positive customer experience. Operate within the Bank's risk appetite, consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales, both individually and jointly with licensed bankers.
• Handle daily client needs and problems, prioritizing and delegating tasks to resolve issues.
• Follow up post-appointment to maintain relationships and develop referrals from existing clients.
• Manage sales planning for self and team to drive sales, achieve goals, and enhance client experience and financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and coursework.
• Delegate tasks and ensure follow-through.
• Prepare internal reports for sales tracking.
• Coordinate and communicate with team daily to ensure accurate completion of tasks.
• Conduct seminars to focus on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees, such as loans, estate planning, and deposits.
• Serve as a coach and mentor for licensed bank employees.
• Organize, share, and prepare bankers with tools and skills needed for success.
• Guide and promote progress toward team goals.
• Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Prior brokerage industry experience.
• Series 7, 66 (or 63 and 65), and appropriate state-required insurance licenses (except: 7 and 63 in Michigan and Ohio); Variable Annuity license required.
• Motivated by commission sales, recognition programs, and sales competitions.
• Ability to motivate others in a team environment.
• Strong coaching and teaching skills, capable of relaying complex products and processes.
• Ability to simplify and communicate complex financial concepts.
• Proven ability to build strong internal and external client relationships.
• Extensive knowledge of securities, investment products, and financial solutions.
• Excellent sales and presentation skills.
• Travel within the assigned territory required.

Position: Investment Executive (Financial Advisor) - North Florida
Location: Ocala, Florida 34471

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