Talent.com
Investment Executive (Financial Advisor), Huntsville, AL - **EXPANSION MARKET**
Investment Executive (Financial Advisor), Huntsville, AL - **EXPANSION MARKET**Fifth Third • Huntsville, AL, United States
[error_messages.no_longer_accepting]
Investment Executive (Financial Advisor), Huntsville, AL - • •EXPANSION MARKET • •

Investment Executive (Financial Advisor), Huntsville, AL - • •EXPANSION MARKET • •

Fifth Third • Huntsville, AL, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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.
  • #LI-ML1

    Investment Executive (Financial Advisor), Huntsville, AL -

  • EXPANSION MARKET
  • 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 Huntsville, Alabama 35806

    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 - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

    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.

    [job_alerts.create_a_job]

    Investment Advisor • Huntsville, AL, United States

    [internal_linking.similar_jobs]
    Travel CT Tech - $2,199 per week in Huntsville, AL

    Travel CT Tech - $2,199 per week in Huntsville, AL

    Atlas MedStaff • Huntsville, Alabama, US
    [job_card.full_time]
    Atlas Medstaff is currently seeking candidates in the CT Tech (CT Tech) profession for a 13 week contract in the Huntsville, Alabama area. Atlas Medstaff is a premier staffing firm dedicated to matc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sandwich Artist

    Sandwich Artist

    Subway - 588-0 • Somerville, AL, US
    [job_card.full_time] +1
    As part of the Subway® Team, you as a Sandwich Artist ® will focus on four main things : .Providing an excellent Guest experience. Preparing and serving great food .Keeping restaurants cl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Work from Home / Online Opportunity - Part-time with Flexible Scheduling & No Experience Necessary!

    Work from Home / Online Opportunity - Part-time with Flexible Scheduling & No Experience Necessary!

    HomeJobFinder • Somerville, AL
    [filters.remote]
    [job_card.part_time]
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Madison, Alabama
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel MRI Tech - $1,170 to $1,370 per week in Huntsville, AL

    Travel MRI Tech - $1,170 to $1,370 per week in Huntsville, AL

    AlliedTravelCareers • Huntsville, AL, US
    [job_card.full_time]
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified MRI Tech in Huntsville, Alabama, 35801!.Are you ready to take your Travel career to the next level? See places you have not...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Forex / Currency Trader (Remote + Training) — Huntsville, AL | Full Time

    Forex / Currency Trader (Remote + Training) — Huntsville, AL | Full Time

    Maverick Currencies • Huntsville, AL
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Handyman Huntsville

    Handyman Huntsville

    Guthries Ace Handyman Services • Huntsville, AL, US
    [job_card.full_time]
    Monday through Friday work week (8am to 5pm) - No weekend work.Advancement into a well-paying lifelong career.Locally owned company with the backing of a national brand, Ace Hardware.Very competiti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Sales Representative

    Outside Sales Representative

    Eastern Industrial Supplies, Inc. • Huntsville, AL, US
    [job_card.full_time]
    Outside Sales Representative - Wholesale Industrial Distribution.North Alabama - Huntsville region.Forge Strong Customer Connections : . Develop and nurture robust relationships with both existing and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Investment Analyst - Alternative Investments

    Senior Investment Analyst - Alternative Investments

    GE Aerospace • Huntsville, AL, United States
    [job_card.full_time]
    This opportunity is with ERAC, Employers Reassurance Corporation a corporate holding of GE Aerospace.We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analy...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Radiology Tech - $1,033 per week in Huntsville, AL

    Travel Radiology Tech - $1,033 per week in Huntsville, AL

    Medical Solutions • Huntsville, AL, US
    [job_card.full_time]
    A facility in Huntsville, AL is seeking its next amazing Rad Tech.Read on if this sounds like your perfect fit!.Nurses and allied healthcare professionals are in high demand nationwide, and our tea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mortgage Loan Officer - Huntsville Area | Full-Time

    Mortgage Loan Officer - Huntsville Area | Full-Time

    Avadian Credit Union • Huntsville, AL, United States
    [job_card.full_time]
    Mortgage Loan Officer - Huntsville Area | Full-Time.Originates, acquires, and markets quality residential loans, including top-tier construction loan options and in-house portfolio loan products de...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Inbound Inspector

    Inbound Inspector

    Harmon Scrap Metal LLC • Hazel Green, AL, US
    [job_card.permanent]
    The Inbound Inspector supports the yard by inspecting all inbound materials verifying everything is in compliance with company policy as well as federal, state, and local laws and guidelines before...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Somerville, Alabama, US
    [job_card.part_time] +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Executive (Financial Advisor), Huntsville, AL - • •EXPANSION MARKET • •

    Investment Executive (Financial Advisor), Huntsville, AL - • •EXPANSION MARKET • •

    Fifth Third Bank, N.A. • Huntsville, AL, United States
    [job_card.full_time]
    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. Accountable for overall produ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management – Private Client Advisor Huntsville, AL

    J.P. Morgan Wealth Management – Private Client Advisor Huntsville, AL

    JPMorganChase • Huntsville, Alabama, USA
    [job_card.full_time]
    Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Foundation Repair Pro Needed (Huntsville)

    Foundation Repair Pro Needed (Huntsville)

    Lula • Huntsville, AL, US
    [job_card.full_time]
    We are seeking individuals who have experience in the rental property industry and has an eager attitude.Lula is a service designed for property managers to eliminate the hassle of managing and coo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel CT Tech - $1,236 to $1,370 per week in Huntsville, AL

    Travel CT Tech - $1,236 to $1,370 per week in Huntsville, AL

    LRS Healthcare • Huntsville, AL, US
    [job_card.full_time]
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel CT Tech - $1,236 to $1,370 per week in Huntsville, AL

    Travel CT Tech - $1,236 to $1,370 per week in Huntsville, AL

    AlliedTravelNetwork • Huntsville, AL, US
    [job_card.full_time]
    AlliedTravelNetwork is working with LRS Healthcare to find a qualified CT Tech in Huntsville, Alabama, 35801!.Ready to start your next travel adventure? LRS Healthcare offers a full benefits packag...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]