If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, 66 (63 and 65), and insurance license.
Highlights:
Step into an existing book of clients and a multiple bank branch referral network
Complete open architecture with an Advisor driven platform
Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves
What you'll do:
Maintain presence within the bank to develop strong relationships and credibility with internal and external clients
Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers
Responsibilities:
Serves as a coach and mentor for licensed bank employees
Achieving sales goals while serving the client's best interests
Plan and conduct individual and group coaching sessions with retail bank employees
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
Recognize and reward achievement of goals
Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience
Post-appointment follow-up to maintain relationships and develop referrals from an existing client base
What you'll need:
Brokerage industry experience in an advisory capacity
You will need a Series 7,66 (63 and 65) State insurance license
Ability to motivate others in a team environment
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