Investment Executive (Financial Advisor) Triad - Greenpoint, High Point, Winston Salem, NC

Fifth Third Bank • Greensboro, NC

5d

About The Position

The Investment Executive is accountable for sales production and for coaching, training, and developing a team of licensed retail bankers. The role sells securities products and works toward targeted securities fee income goals within an assigned territory. The Investment Executive designs coaching sessions on investment strategies and product solutions, conducts individual and joint client appointments, and helps bankers identify prospective clients and offer solutions aligned with clients’ needs and financial goals. The position also builds credibility and strong relationships with internal and external clients.

The role is responsible for managing risk in accordance with the Bank’s policies and risk appetite, and for supporting positive customer experiences. It involves managing personal and team sales plans, addressing client needs, tracking results, developing referrals, and coordinating with other bank employees to connect clients with services such as loans, estate planning, and deposits. Travel is required within the assigned territory.

The position is located in Greensboro, North Carolina, and covers the Triad territory, including Greenpoint, High Point, and Winston-Salem. Compensation is largely incentive-based and is combined with either a base salary or a draw; incentive compensation is based on company, business-line, and/or individual performance.

Requirements

• Prior brokerage industry experience.
• Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses; in Michigan and Ohio, Series 7 and Series 63 are accepted.
• 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 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.

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, and prioritize and delegate tasks to resolve them.
• Follow up after appointments to maintain client 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 relevant services provided by other Fifth Third Bank 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, and share those resources thoroughly.
• Guide and promote team progress toward established goals.
• Recognize and reward achievement of goals.
• Travel within the assigned territory.

Benefits

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

What This Job Offers

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