Senior Investment Advisor & Team Coach

Fifth Third Bank; South Holland (IL); Vor Ort; USD 85.000 - 140.000; Vollzeit

Zusammenfassung

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in South Holland, IL to lead a team of licensed retail bankers. The role focuses on sales of securities products, coaching, and developing client relationships while managing risk within the bank's policies.

The position emphasizes achieving targeted securities fee income, training bankers on investment strategies, and providing solutions aligned with client goals. Travel within the territory is required.

Qualifikationen

• Brokerage industry experience required.
• Series 7, 66 (or 63/65) licenses and state insurance licenses required; variable annuity license required.
• Motivated by commission sales and internal competition.
• Ability to coach, train, and transfer knowledge to a team of bankers.

Aufgaben

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs, prioritize tasks, and resolve issues.
• Post-appointment follow-up to develop referrals and relationships.
• Drive sales planning to meet goals and financial results.
• Maintain knowledge of financial products through study and coursework.
• Prepare internal reports for sales tracking.

Kenntnisse

Brokerage experience

Series 7/66/63/65 licenses

Variable annuity license

Insurance licenses

Sales motivation

Coaching and training

Jobbeschreibung

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in South Holland, IL to lead a team of licensed retail bankers. The role focuses on sales of securities products, coaching, and developing client relationships while managing risk within the bank's policies.

The position emphasizes achieving targeted securities fee income, training bankers on investment strategies, and providing solutions aligned with client goals. Travel within the territory is required.