Investment Executive (Financial Advisor) Atlanta, GA

Fifth Third Bank • Marietta, GA

7d • Onsite

About The Position

The Investment Executive is accountable for production and development of a team of licensed retail bankers and for sales of securities products within an assigned territory. The role may also manage a large book of clients with more complex financial profiles. It develops and customizes coaching sessions to help bankers identify client needs and offer investment strategies and product solutions aligned with clients’ financial goals. The Investment Executive conducts individual and joint client appointments, supports relationship development, and works with other Fifth Third Bank employees to connect clients with relevant services. The role is also responsible for sales planning, achievement of securities fee income goals, risk management, and delivering a positive customer experience.

This position is based in Marietta, Georgia, and requires travel within the assigned territory. Compensation is largely incentive-based and is combined with either a base salary or a draw. Incentive compensation depends on company, line-of-business, and/or individual performance. Fifth Third describes its benefits programs as supporting employees’ and families’ physical, financial, emotional, and social well-being.

Requirements

• Prior brokerage industry experience.
• Series 7 and Series 66 licenses, or Series 63 and 65 licenses; the posting notes an exception of Series 7 and 63 in Michigan and Ohio.
• Appropriate state-required insurance licenses.
• Variable Annuity license.
• Ability to motivate others in a team environment.
• Highly developed coaching and teaching skills, including the ability to transfer knowledge and explain 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 the existing client base.
• 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 Bank employees, including loans, estate planning, and deposits.
• Coach and mentor licensed bank employees, organizing and providing them with tools and skills for success.
• Guide and promote team progress toward established goals and recognize and reward goal achievement.
• Maintain a presence within the bank and develop strong relationships and credibility with internal and external clients.
• Identify, assess, manage, monitor, and report risks while operating within the Bank’s risk appetite and following policies and procedures.

Benefits

• Comprehensive benefits programs designed to support employees’ and families’ physical, financial, emotional, and social well-being.
• Incentive-based compensation combined with either a base salary or a draw.

What This Job Offers

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