Senior Investment Coach & Financial Advisor

Fifth Third; Lake Forest (FL); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Fifth Third in Orlando, FL seeks an Investment Executive to lead a team of licensed retail bankers, driving securities product sales and client solutions aligned with financial goals. Location is Orlando/Sanford area with travel within territory as needed.

Role emphasizes coaching, client reviews of accounts, and developing business through internal seminars and referrals. Compensation is largely incentive-based with base salary or draw and comprehensive benefits.

Qualifikationen

• Brokerage industry experience is required.
• Series 7 and 66 (or 63 and 65 where allowed) licenses and appropriate state insurance licenses are required.
• Variable annuity license is required.
• Strong motivation by commission-based rewards and sales competitions.
• Ability to motivate a team and transfer knowledge through coaching.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven track record in building client relationships and sales.

Aufgaben

• Achieve sales goals while acting in the client’s 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 delegate tasks to resolve issues.
• Follow up post-appointments to generate referrals and maintain relationships.
• Manage sales planning for self and team to drive outcomes and experience.
• Maintain knowledge of financial products through study and coursework.

Kenntnisse

Brokerage experience

Series 7/66 licenses

Variable annuity license

Commission-based sales

Motivation of others

Coaching skills

Communication of complex concepts

Relationship building

Securities knowledge

Sales and presentation skills

Willingness to travel

Jobbeschreibung

Fifth Third in Orlando, FL seeks an Investment Executive to lead a team of licensed retail bankers, driving securities product sales and client solutions aligned with financial goals. Location is Orlando/Sanford area with travel within territory as needed.

Role emphasizes coaching, client reviews of accounts, and developing business through internal seminars and referrals. Compensation is largely incentive-based with base salary or draw and comprehensive benefits.