Investment Executive (financial Advisor) Western Suburbs - Chicago, Il

Fifth Third Bank

Itasca, Illinois, US
Base: not specified; bonus/equity: incentive-based...
Sales goals achievement
Client needs identification
Investment product knowledge
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers

Job Summary

  • Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
  • Achieve targeted securities fee income goals within assigned territory and conduct solo and joint appointments with bankers.
  • Compensation for this position is largely incentive-based, combined with either a base salary or a draw.

Matching Summary

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Salary

Base: Not specified; Bonus/Equity: Incentive-based; Benefits: Comprehensive benefits

Skills & Requirements

Must-have

  • Sales goals achievement
  • Client needs identification
  • Investment product knowledge
  • Securities sales
  • Internal client relationships

Nice-to-have

  • Motivated by commission
  • Team motivation
  • Business development focus
  • Positive customer experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter