Investment Executive (Financial Advisor) Western Suburbs - Chicago, Il

Fifth Third Bank • Itasca, IL

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About The Position

The Investment Executive is accountable for production and for coaching, training, and developing a team of licensed retail bankers. The role may also manage a large book of clients with complex financial profiles. It sells a full range of securities products and works toward targeted securities fee income goals within an assigned territory.

The Investment Executive designs and customizes coaching sessions on investment strategies and product solutions, conducts individual and group coaching, and leads solo and joint client appointments with bankers. The role helps identify prospective clients and recommend solutions aligned with their needs and financial goals, while maintaining strong relationships and credibility with internal and external clients.

The position is responsible for managing sales activity and client needs while following bank policies and procedures and working within the Bank's risk appetite. It supports positive customer experiences through appropriate risk identification, assessment, management, monitoring, and reporting. The position is located in Itasca, Illinois, and requires travel within the assigned territory.

Requirements

• Prior brokerage industry experience.
• Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses, plus appropriate state-required insurance licenses. The posting notes an exception for Series 7 and Series 63 in Michigan and Ohio.
• Variable Annuity license.
• Ability to motivate others in a team environment.
• Highly developed coaching and teaching skills, including the ability to communicate complex products and processes.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven experience 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.
• Ability to travel within the assigned territory.

Responsibilities

• Achieve sales goals while serving 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 them.
• Follow up after appointments to maintain relationships and develop referrals from existing clients.
• Manage sales planning for self and the team to drive sales and achieve designated goals, client experience, and financial results.
• Maintain comprehensive knowledge of financial products through self-study, periodicals, and appropriate coursework.
• Delegate tasks and follow through on their completion.
• Prepare internal reports for sales tracking.
• Coordinate and communicate with the team daily to ensure accurate completion of accountabilities.
• Conduct internal and external seminars focused on business development and growth.
• Prioritize client needs and introduce services from other Fifth Third Bank employees, including loans, estate planning, and deposits.
• Coach and mentor licensed bank employees.
• Organize and provide licensed bankers with the tools and skills needed to succeed.
• Guide and promote team progress toward established goals.
• Recognize and reward achievement of goals.
• Identify, assess, manage, monitor, and report risks while following bank policies and procedures.

Benefits

• Comprehensive benefits designed to support employees' and their families' physical, financial, emotional, and social well-being.
• Incentive-based compensation combined with either a base salary or a draw; incentive compensation is based on company, line-of-business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed