Fifth Third Bancorp

Investment Executive (Financial Advisor) Austin, TX

Fifth Third Bancorp$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of brokerage industry experience required.
  • Must possess Series 7, 66 (or 63 and 65) and variable annuity licenses.
  • Strong sales and presentation skills necessary.
  • Demonstrated coaching and mentoring abilities.
  • Ability to build and maintain strong client relationships.
  • Comfortable with travel within the assigned territory.

Responsibilities

  • Achieve sales goals while prioritizing clients' best interests.
  • Plan and conduct individual and group training sessions for retail bank employees.
  • Conduct client meetings for account reviews and sales closings, both individually and jointly with bankers.
  • Manage daily client needs and resolve problems effectively.
  • Follow-up post-appointment to nurture relationships and encourage referrals.
  • Prepare internal reports for sales tracking and strategy adjustments.
  • Conduct seminars aimed at business development and growth.

Benefits

  • Comprehensive benefits supporting physical, financial, emotional, and social well-being.
  • Recognition programs and incentive-based compensation structures.
  • Opportunities for personal and professional development.
  • Encouragement of a positive work environment through teamwork.
Full Job Description
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 them in 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 DUTIESAND 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. #LI-GO1 Investment Executive (Financial Advisor) Austin, TX At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. LOCATION -- Austin, Texas 78701 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes 6 no matter how they are submitted 6 will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

About Fifth Third Bancorp

Fifth Third Bancorp is a diversified financial services company, that specializes in small business, retail banking, investments, and mortgage.

Fifth Third Bancorp Careers

Join the vibrant team at Fifth Third Bancorp, a leading financial services company that values innovation, leadership, and diversity. As part of our commitment to professional growth and excellence, we offer a range of job opportunities that empower you to advance your career while contributing to the financial success of our clients. Work You’ll Do At Fifth Third Bancorp, you’ll be part of a culture that cherishes innovation and strategic thinking. Our team is dedicated to providing outstanding financial solutions to individuals and businesses alike. By joining us, you will collaborate with some of the industry’s most talented professionals, using your skills to influence positive change and drive efficiency. Explore a variety of career paths in areas such as finance, technology, customer service, and risk management. Whether you are looking for a full-time position, an internship, or leadership roles, Fifth Third Bancorp offers a dynamic environment where your career can flourish. Innovative Work Engage in projects that harness cutting-edge technology and innovative financial practices. At Fifth Third Bancorp, your work will directly impact our mission to improve lives and contribute to the economic stability of the communities we serve. Our team’s collaborative efforts lead to groundbreaking solutions, setting new standards in the financial industry. Be Part of a Great Team Fifth Third Bancorp is not just a company; it’s a community. Here, diversity and inclusion are at the core of our employment philosophy, ensuring every team member’s voice is heard and valued. We offer diversity training programs that enhance our understanding and appreciation of various perspectives, fostering an inclusive workplace. Future-Proof Your Career With Fifth Third Bancorp, you are set on a path of continuous professional development. Benefit from comprehensive benefits, mentorship, and networking opportunities that propel your career forward. Our leadership is committed to your success, providing support and guidance as you navigate through your career milestones. Stay Connected Join Our Team Discover the array of job opportunities at Fifth Third Bancorp by exploring positions that match your skills and interests. We are constantly hiring creative, curious, and motivated individuals who are ready to make a significant impact. Check out our current openings and find where you fit into our exceptional team. Keep Up to Date Stay informed with the latest career tips, industry insights, and professional growth opportunities available at Fifth Third Bancorp. Our careers blog is a resource for potential and current employees, offering valuable information to enhance your work experience and expand your knowledge base. Job Alert Emails Customize your experience by subscribing to receive job alerts, news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Fifth Third Bancorp. At Fifth Third Bancorp, we are more than just a bank. We are a place where careers are nurtured, achievements are celebrated, and diversity is embraced. Are you ready to take the next step in your professional journey? Join us and be part of something great.
Learn more about Fifth Third Bancorp
Size
19,247 employees
Market Cap
$22.3 billion
Industry
Net Income
$1.4 billion
Founded
1858
5 Year Trend
+4.4%
NASDAQ

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