Central Investment Team

GENERAL FUNCTION

Responsible for servicing brokerage customers of Fifth Third Securities primarily with balances of less than $10,000; in which an Investment Executive is not personally assigned to the account. Duties will also focus on attempting to promote the client relationship into an advisor-based model by gathering/growing assets under FTS management and utilizing sales of the full range of securities products.

Essential Duties & Responsibilities

• Perform financial planning/consulting designed to help clients achieve financial goals
• Achieve sales goals while serving the client's best interest
• Develop and conduct client meetings to review existing accounts and close sales
• Simplify and communicate complex financial concepts to clients
• Prioritize client needs and introduce services of other Fifth Third employees, i.e. loans, estate planning, deposits
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base
• Build strong internal and external client relationships
• Maintain relationships and develop referrals to Investment Executives from existing client base, with a goal of increasing customer assets
• Manage sales planning for self and team to drive assets under management and achieve designated goals and financial results
• Answer questions on how to open new brokerage accounts and process maintenance requests on existing accounts
• Prepare necessary internal reports for sales tracking

Supervisory Responsibilities

None

Minimum Knowledge, Skills and Abilities Required

• Securities Industry Essentials (SIE), Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio)
• Highly developed knowledge of the securities business, investment products and financial solutions
• 1-3 years previous brokerage industry experience
• Four-year college degree with business, accounting or related discipline. Experience in a similar position in the industry will be considered in lieu of a college degree
• Highly developed sales and presentation skills
• Ability to work in a stressful environment, meet deadlines, and service accounts with high attention to detail
• Problem-solving abilities and critical thinking skills

Benefits

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.