Investment Team Leader & Financial Advisor

Fifth Third; Livonia (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Benefits package

Incentive-based compensation

Job summary

Fifth Third Bank in Livonia, MI is seeking a senior licensed retail banking leader to coach and develop a team of bankers, drive securities product sales, and manage a portfolio with complex financial profiles. You will design coaching sessions, conduct client meetings, and help bankers identify opportunities while maintaining strong relationships with clients.

You will travel within the territory, maintain knowledge of all financial products, and mentor others to achieve goals.

Qualifications

• 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.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
• Handle daily client needs and problems and prioritize and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
• Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
• Ability to delegate tasks and follow-through.
• Prepare necessary internal reports for sales tracking.
• Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
• Conduct internal and external seminars to focus on business development and growth.
• Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
• Serves as a coach and mentor for licensed bank employees.
• Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
• Guide and promote progress toward established goals for team.
• Recognize and reward achievement of goals.

Skills

Brokerage experience

Coaching

Sales leadership

Communication

Travel willingness

Licensing knowledge

Job description

Fifth Third Bank in Livonia, MI is seeking a senior licensed retail banking leader to coach and develop a team of bankers, drive securities product sales, and manage a portfolio with complex financial profiles. You will design coaching sessions, conduct client meetings, and help bankers identify opportunities while maintaining strong relationships with clients.

You will travel within the territory, maintain knowledge of all financial products, and mentor others to achieve goals.