Investment Executive (Financial Advisor) Country Club Hills, IL

Fifth Third Bank • Matteson, IL

5d • Onsite

About The Position

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

The position designs and customizes coaching sessions on investment strategies and product solutions, and conducts individual and joint appointments with bankers to identify prospective clients and recommend solutions aligned with their needs and financial goals. It maintains relationships and credibility with internal and external clients, supports client needs, and introduces clients to other Fifth Third services where appropriate.

The role is accountable for managing risk in accordance with bank policies and risk appetite, supporting a positive customer experience, and consistently identifying, assessing, monitoring, and reporting risks. The position requires travel within the assigned territory. Compensation is largely incentive-based and is combined with either a base salary or a draw to determine total cash compensation; incentive compensation is based on company, line-of-business, and/or individual performance. Fifth Third describes its benefits programs as supporting employees’ physical, financial, emotional, and social well-being.

Requirements

• Prior brokerage industry experience.
• Series 7 and Series 66 licenses, or Series 63 and Series 65; the posting notes an exception of Series 7 and Series 63 in Michigan and Ohio.
• Appropriate state-required insurance licenses.
• Variable Annuity license.
• Motivation by commission sales, recognition programs, and internal sales competition.
• Ability to motivate others in a team environment.
• Highly developed coaching and teaching skills, including the ability to convey complex products and processes.
• 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, 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 for 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, prioritizing and delegating 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 provided by other Fifth Third employees, such as loans, estate planning, and deposits.
• Coach and mentor licensed bank employees.
• Prepare licensed bankers with the tools and skills needed to succeed.
• Guide and promote team progress toward established goals.
• Recognize and reward achievement of goals.
• Follow bank policies and procedures and identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits programs intended to support employees’ 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