Senior Investment Executive & Team Coach

Fifth Third Bank; Fremont (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Fifth Third Bank in Northern California's East Bay region is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities business growth. You will coach bankers, conduct client meetings, and coordinate sales plans to meet targets while maintaining top client service and risk controls.

Compensation is largely incentive-based, with a base or draw, reflecting performance and local market norms.

Qualifications

• Prior brokerage industry experience.
• Series 7, 66 (or 63 and 65) and appropriate state insurance licenses required; Variable Annuity license required.
• Motivated by commission sales, recognition programs, and internal sales competition.
• Ability to motivate others in a team environment.
• Able to transfer knowledge through coaching and teaching skills.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven ability to build strong internal and external client relationships.
• Highly developed knowledge of the securities business and financial solutions.
• Highly developed sales and presentation skills.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and prioritize tasks to resolve.
• Follow up after appointments to maintain relationships and develop referrals.
• Manage sales planning for self and team to drive results and client experience.
• Maintain knowledge of financial products through study and coursework.
• Coordinate daily team communication to ensure accountability.
• Conduct internal and external seminars for business development and growth.
• Promote services of other Fifth Third Bank employees as appropriate.
• Coach and mentor licensed bankers; prepare tools and skills for success.

Skills

Brokerage industry experience

Motivation by commission sales

Team motivation

Coaching and teaching skills

Relationship building

Sales and presentation skills

Job description

Fifth Third Bank in Northern California's East Bay region is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers and drive securities business growth. You will coach bankers, conduct client meetings, and coordinate sales plans to meet targets while maintaining top client service and risk controls.

Compensation is largely incentive-based, with a base or draw, reflecting performance and local market norms.