Investment Executive; Financial Advisor Grove , OH

Investment Executive (Financial Advisor)

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May manage a large book of clients with more complex financial profiles. Accountable for sales of the full range of securities products and achieving targeted securities fee income goals within the 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 them in 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.

• Achieve sales goals while serving 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, prioritizing and delegating tasks to resolve.
• Post‑appointment follow‑up to maintain relationships and develop referrals from the existing client base.
• Manage sales planning for self and for the 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.
• Delegate tasks and ensure follow‑through.
• Prepare mandatory internal reports for sales tracking.
• Coordinate and communicate with the team daily to ensure 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 (e.g., loans, estate planning, deposits).
• Act as a coach and mentor for licensed bank employees.
• Organize, share, and prepare licensed bankers with the tools and skills needed to be successful.
• Guide and promote progress toward established team goals.
• Recognize and reward achievement of goals.

• Prior brokerage industry experience.
• Must hold a Series7 license and a Series
  66 (or 63 and 65) license, or a Series
  63 and 65 license for certain states (exception: Series7 and 63 in Michigan and Ohio).
• Variable annuity license is required.
• Highly motivated by commission sales, recognition programs, and internal sales competition among co‑workers.
• Ability to motivate others in a team environment.
• Proficient in coaching and teaching skills; able to convey complex products and processes.
• Strong ability to simplify and communicate complex financial concepts.
• Proven experience building strong internal and external client relationships.
• Deep knowledge of the securities business, investment products, and financial solutions.
• Excellent sales and presentation skills.
• Travel required within the assigned territory.

Grove City, Ohio 43123

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