Investment Executive (financial Advisor) - Terre Haute, In

Fifth Third Bank

Terre Haute, Indiana, US
Incentive-based; base salary or draw combined with...
Not specified (considered hybrid).
Sales of securities products
Achieve targeted securities fee income
Develop strong internal relationships
Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Terre Haute, Indiana, responsible for coaching and developing retail bankers while managing a client portfolio with complex financial needs. The role emphasizes achieving sales goals, maintaining strong client relationships, and ensuring compliance with banking policies

Job Summary

  • 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.
  • Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Matching Summary

Match Score: 85

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Terre Haute, Indiana, responsible for coaching and developing retail bankers while managing a client portfolio with complex financial needs. The role emphasizes achieving sales goals, maintaining strong client relationships, and ensuring compliance with banking policies.

Salary

Incentive-based; Base salary or draw combined with incentive compensation; Comprehensive benefits

Skills & Requirements

Must-have

  • Sales of securities products
  • Achieve targeted securities fee income
  • Develop strong internal relationships
  • Develop strong external client relationships
  • Highly developed sales skills
  • Highly developed presentation skills

Nice-to-have

  • Motivated by commission sales
  • Ability to motivate others
  • Relay complex products and processes
  • Business development and growth focus

Key Requirements

  • Prior Brokerage Industry Experience
  • Series 7, 66 (or 63 and 65) licenses
  • Appropriate state required insurance licenses
  • Variable Annuity license
  • Travel required within assigned territory

Work Rights

Not specified

Tailored Resume

Cover Letter