Investment Executive; Financial Advisor Holland, MI

Investment Executive (Financial Advisor)

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers, handling a large book of clients with complex financial profiles. Responsible for sales of full range of securities products and achieving targeted fee income goals within assigned territory.

• Achieving 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 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 a daily basis 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, i.e. loans, estate planning, deposits.
• Serve 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.

• 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.

Compensation is largely incentive‑based, combined with base salary or draw. Extensive benefits programs support physical, financial, emotional and social well‑being.

Holland, Michigan 49424

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