Investment Executive (Financial Advisor) Hyde Park, OH

Fifth Third Bank, N.A. • Cincinnati, OH • 1d ago

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all @types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Achieving sales goals while serving the 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.

Post-appointment follow-up to maintain relationships and develop referrals from existing client base.

Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.

Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.

Ability to delegate tasks and follow-through.

Prepare necessary internal reports for sales tracking.

Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.

Conduct internal and external seminars to focus on business development and growth.

Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.

Serves as a coach and mentor for licensed bank employees.

Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.

Guide and promote progress toward established goals for team.

Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Prior Brokerage Industry Experience.

Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.

Motivated by commission sales, recognition programs, and internal sales competition among co-workers.

Ability to motivate others in a team environment.

Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.

Demonstrated ability to simplify and communicate complex financial concepts.

Proven experience in 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.

Travel required within assigned territory.

Investment Executive (Financial Advisor) Hyde Park, OH

LOCATION -- Cincinnati, Ohio 45208

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Similar Jobs

Accounting and Finance Consulting Manager

RSM US LLP • Cincinnati, OH • 2h ago

Finance, Accounting & Banking

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except...

2h ago

Go to Apply

Budget Analyst

Veterans Affairs, Veterans Health Administration • Cincinnati, OH • 3h ago

Finance, Accounting & Banking

Summary The Department of Veterans Affairs (VA) Research Program strives to promote Veteran-centered care to improve patient experience and outcomes across VA healthcare and community settings, and to advance value-drive...

3h ago

Go to Apply

ACCOUNTANT

City of Cincinnati • Cincinnati, OH • 5h ago

Finance, Accounting & Banking

ACCOUNTANT Print ( https://www.governmentjobs.com/careers/cincinnati/jobs/newprint/5033066 ) Apply ? ACCOUNTANT Salary $67,019.43 - $90,068.51 Annually Location Ohio 45202, OH Job Type Full-time Classified Job Number 25-...

5h ago

Go to Apply

Staff Accountant

Robert Half • Florence, KY • 5h ago

Finance, Accounting & Banking

Description Robert Half is looking for a staff accountant for a growing Northern Kentucky based company. The staff accountant is responsible for the month-end close process, including the preparation of journal entries,...

5h ago

Go to Apply

Accounts Receivable & Collections Clerk

Robert Half • Covington, KY • 22h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Receivable Specialist to join our team in Kentucky. This is a Contract-to-permanent opportunity where you will play a key role in managing customer accounts, ensu...

22h ago

Go to Apply

Lead Finance Specialist 1 - Commercial Finance

GE Aerospace • Cincinnati, OH • 1d ago

Finance, Accounting & Banking

Job Description Summary As a Lead Financial Analyst, the candidate will drive global contractual entitlement for billings on Customized Service Agreements (CSA) by partnering closely with the airline customers and GE ope...

1d ago

Go to Apply

Finance IT Data Engineer I

Insight Global • Cincinnati, OH • 1d ago

Finance, Accounting & Banking

Job Description This Individual will work within Finance IT as a dev team member for the Treasury Kanban Squad. This group supports the Treasury line of business within the Finance division to provide them with the most...

1d ago

Go to Apply

Business Banking Post Underwriter

U.S. Bank • Cincinnati, OH • 1d ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

1d ago

Go to Apply

Senior Accountant I

Fifth Third Bank, N.A. • Cincinnati, OH • 1d ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Position not available for immigration sponsorship...

1d ago

Go to Apply

Mortgage Loan Originator NMLS

U.S. Bank • Cincinnati, OH • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.