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Fifth Third Bank · 2 months ago

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

Schaumburg, IL

Full-time

Onsite

Mid, Senior Level

Fifth Third Bank is a leading financial institution seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers in the Western Suburbs of Chicago. The role focuses on achieving sales goals, coaching team members, and maintaining strong client relationships while ensuring compliance with risk management policies.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

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

Qualification

Series 7 licenseSeries 66 licenseBrokerage Industry ExperienceSecurities products knowledgeSales skillsCoaching skillsClient relationship managementTeam motivationPresentation skillsCommunication skills

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

Benefits

Comprehensive benefits

Differentiated compensation offerings

Extensive benefits programs

Company

Fifth Third Bank

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Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

Founded in 1858