Investment Executive (Financial Advisor) Eastside Detroit Metro, MI
On-siteClinton Township, Michigan, United States
Job Summary
Conduct client meetings to review accounts and close sales individually and jointly with licensed bankers while achieving targeted securities fee income goals. Plan and execute coaching sessions, seminars, and training to develop a team of retail bankers on investment strategies and product solutions. Manage daily client needs, delegate tasks, and prepare internal reports for sales tracking to drive financial results. Maintain comprehensive knowledge of securities products through self-study and coursework, ensuring compliance with risk policies and procedures. Handle large books of clients with complex financial profiles and coordinate with other Fifth Third employees to introduce complementary services.
Required Qualifications
- 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)
- Variable Annuity license
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.