Investment Executive & Team Coach – Financial Growth

Fifth Third Bank; Beverly Hills (CA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Fifth Third Bank seeks an Investment Executive in Greater Los Angeles to lead and coach a team of licensed retail bankers, driving securities product sales and client solutions aligned with financial goals. You will manage complex client relationships and guide sales strategies within the territory.

The role emphasizes coaching, risk-aware decision making, and strong product knowledge across investment solutions, with incentive-based compensation and a path to leadership within the Los Angeles

Qualifikationen

• Brokerage experience required to lead licensed retail bankers and drive securities sales.
• Licenses and registrations (Series 7/66, insurance, Variable Annuity) required by role.
• Proven ability to train, coach, and develop teams in a sales environment.

Aufgaben

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bank employees.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and prioritize tasks to resolve issues.
• Post-appointment follow-up to maintain relationships and referrals.

Kenntnisse

Brokerage industry experience

Commission-driven

Coaching and teaching

Team motivation

Client relationship building

Travel readiness

Ausbildung

Series 7 license

Series 66 license

State insurance licenses

Variable Annuity license

Jobbeschreibung

Fifth Third Bank seeks an Investment Executive in Greater Los Angeles to lead and coach a team of licensed retail bankers, driving securities product sales and client solutions aligned with financial goals. You will manage complex client relationships and guide sales strategies within the territory.

The role emphasizes coaching, risk-aware decision making, and strong product knowledge across investment solutions, with incentive-based compensation and a path to leadership within the Los Angeles