Investment Executive (financial Advisor) Naples, Fl

Fifth Third Bank

Naples, FL, United States
Compensation is largely incentive-based; incentive...
Sales of securities products
Achieve targeted securities fee income
Develop and conduct client meetings
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 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

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

Salary

Compensation is largely incentive-based; Incentive compensation is combined with either a base salary or a draw; Benefits: Comprehensive

Skills & Requirements

Must-have

  • Sales of securities products
  • Achieve targeted securities fee income
  • Develop and conduct client meetings
  • Manage sales planning for team
  • Conduct internal and external seminars

Nice-to-have

  • Motivated by commission sales
  • Ability to motivate others
  • Build strong internal relationships
  • Positive customer experience

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