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Fifth Third Bank · 2 days ago

Central Investment Team

Cincinnati, OH

Full-time

Onsite

Entry Level

1+ years exp

Fifth Third Bank is a financial institution committed to connecting great people to great opportunities. The role involves servicing brokerage customers and promoting client relationships while ensuring compliance and managing risks.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage

No H1B

Responsibilities

Perform financial planning/consulting designed to help clients achieve financial goals

Achieve sales goals while serving the client's best interest

Develop and conduct client meetings to review existing accounts and close sales

Simplify and communicate complex financial concepts to clients

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

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

Build strong internal and external client relationships

Maintain relationships and develop referrals to Investment Executives from existing client base, with a goal of increasing customer assets

Maintain blotters of daily activity to satisfy compliance requirements

Manage sales planning for self and team to drive assets under management and achieve designated goals and financial results

Answer questions on how to open new brokerage accounts and process maintenance requests on existing accounts

Prepare necessary internal reports for sales tracking

Qualification

Securities Industry Essentials (SIE)Series 7Series 66Variable Annuity licenseBrokerage industry experienceSales skillsFinancial planningPresentation skillsProblem-solvingCritical thinkingAttention to detail

Required

Securities Industry Essentials (SIE), 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

Highly developed knowledge of the securities business, investment products and financial solutions

1-3 years previous brokerage industry experience

Four-year college degree with business, accounting or related discipline. Experience in a similar position in the industry will be considered in lieu of a college degree

Highly developed sales and presentation skills

Ability to work in a stressful environment, meet deadlines, and service accounts with high attention to detail

Problem-solving abilities and critical thinking skills

Benefits

Comprehensive benefits

Incentive compensation plan

Company

Fifth Third Bank

Glassdoor3.7

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

Cincinnati, Ohio, USA

10001+ employees