Investment Executive (Financial Advisor) Indian Shores/Largo, FL
Fifth Third Bank, N.A.
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within 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 themin 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. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Achieving sales goals while serving the 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 daily basis to insure 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.
Serves 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.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
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.
#LI-ML1
Investment Executive (Financial Advisor) Indian Shores/Largo, FL
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
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: or by consulting with your talent acquisition partner.
LOCATION -- Largo, Florida 33778
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
- ...Practice Profile: Clinic located in Largo, FL Mixed-model role! This position... ...and be lounging on the sands of nearby Indian Rocks Beach by the afternoon. With a population... ...leadership. Through our Physician Executive Committee, Regional Clinical Governance...IndianPrivate practiceLocal areaMonday to FridayFlexible hoursDay shift
- ...a Life-Saving Team at HCA Florida Largo Hospital in Beautiful & Sunny Largo, FL! Our CT Technologist team has expanded... ..., including Clearwater Beach and Indian Rocks Beach. It also boasts lush... ...for emotional, physical and financial wellbeing ~401(k) Plan with a 10...IndianFull timeTemporary workPart timeRelocation packageFlexible hoursNight shift
- ...National Resources Generous Financial Package Relocation... ...Signing Bonus & Annual CME Why Largo is the Place to Be: Known... ...lounging on the sands of nearby Indian Rocks Beach by the afternoon.... .... Through our Physician Executive Committee, Regional Clinical...IndianPrivate practiceLocal areaRelocation packageDay shift
- ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ..., Small Business, Commercial and Investment), referring customers when appropriate... ...Personal Banker Associate I - Largo, FL At Fifth Third, we understand the importance...SuggestedWork experience placementWork at office
- Safeway is hiring for various positions including cashiers, stock associates, and department managers. Competitive wages with comprehensive benefits and employee discounts. Opportunities for career growth in a supportive work environment. Join a leading grocery retailer...Indian
$230k - $300k
...Job Description & Requirements Family Medicine Physician-Largo StartDate: ASAP Pay Rate: $230000.00 - $300000.00 Outpatient... ...artists. Largo, which is part of Pinellas County, is also close to Indian Rocks Beach and Pinewood Cultural Park. Job Benefits About...IndianLocal areaImmediate startWeekend work- Marshalls is hiring retail associates, stock associates, and assistant managers. Fun retail environment with competitive pay and flexible scheduling. Opportunities to work with designer and brand-name merchandise at off-price values. Join a leading specialty retailer with...IndianFlexible hours
$25 per unit
Job description We are urgently looking for people interested in taking online surveys for Fortune 500 brands. If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up to $25 per survey. Share your opinion and help influence...IndianExtra incomeFull timePart timeSecond jobRemote workWork from homeFlexible hours- ...the local community, helping provide the financial service backbone for its residents,... ...Location(s): ~10500 Ulmerton Rd Ste 480, Largo, FL 33771 We Value Equal Opportunity:... ...customers and company. They are accountable for execution of all applicable risk programs (Credit,...Part timeWork experience placementLocal area
- ...the books. Each cleaner usually does 2 to 3 units per week depending on how busy the resort is. Company Description We are a Vacation Ownership resort in Indian Shores Florida. Company Description We are a Vacation Ownership resort in Indian Shores Florida....IndianContract workPart timeFlexible hours
$59k
...Crabby Bills as a full-time assistant manager and immerse yourself in an exciting, fast-paced environment right in picturesque Indian Rocks Beach, FL. This is your opportunity to play a vital role in a restaurant that values customer-centricity and provides an energetic,...IndianFull timeLocal area- ...your team can inform, educate, and promote the benefits and offerings that reward our guest and enhance their shopping experience Executing store merchandising direction and standards, product flow, inventory flexing, and store operations functions to ensure consistency...IndianWork at officeFlexible hoursShift workNight shift
$2,029 per month
...Details Client Name HCA Florida Largo West Hospital Job Type Travel... ...- Case Management Location Largo, FL Assignment Duration This is a 13-week... ...details! Client Details Address 2025 Indian Rocks Road City Largo...IndianWeekly payContract workLocal areaShift workWeekend work$16 per hour
...to work with seniors in their own homes. We have immediate needs in Largo, Clearwater, Clearwater Beach, Dunedin, Safety Harbor, Belleair Bluffs, Belleair, Ridgecrest, Indian Rocks Beach, Indian Shores and Seminole. CNA License is not required. Weekday and weekend shifts...IndianHourly payWeekly payExtra incomeLocal areaImmediate startShift workWeekend workDay shiftAfternoon shiftWeekday work$2,368 per month
...Details Client Name HCA Florida Largo West Hospital Job Type Travel... ...Nurse - Float Unit Location Largo, FL Assignment Duration This is a 13-week... ...! Client Details Address 2025 Indian Rocks Road City Largo State...IndianWeekly payContract workLocal areaShift workWeekend work- ...Introduction This position is located at HCA Florida Largo Hospital's WEST CAMPUS (2025 Indian Rocks Road, Largo, FL 33774). Do you want to be appreciated daily? Our... ...and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to...IndianFull timeTemporary workPart timeFlexible hours
$1,000 per month
...Hwy 19 N, Clearwater, FL 33764) is hiring for Spring... ...(2024) Unsurpassed financial strength with total... ...full-time Financial Advisor career, allowing you to... ...base Develop and execute on a business strategy... ...strategies-insurance, investments, and annuities-built to...Full timeContract workFor contractorsInternshipSummer internshipLocal areaFlexible hours$70k - $200k
...Financial Advisor Opportunity Financial Advisors at Ataraxis Wealth Management (a subsidiary... ...Income Protection Education Funding Investment & Advisory Services Trust Services... ...TOP 125 TRAINING PROGRAM Work Location: Hybrid in Clearwater, FL 33764...Work experience placement$65k - $75k
...Competitive Pay, Medical, Dental. We are actively interviewing for this position - Apply today and our hiring manager will follow-up! Proudly serving Tarpon Springs, Clearwater, Palm Harbor, Largo, New Port Richey, Port Richey, Pinellas Park, Indian Beach, Dunedin...IndianFull timeImmediate startFlexible hours- ...for cooking. Guilty Sea Sports Bar is looking for a reliable and motivated cook to join the team. We're a fast-paced sports bar in Indian Rocks Beach with a fun atmosphere, great team culture, and quality menu offerings. Responsibilities: Prepare and cook menu...IndianFlexible hours
- ...opportunity for you to join HCA Florida Largo Hospital which is part of the nation's leading... ...(main campus) and Largo West Hospital (Indian Rocks) as well as our free-standing ER... ...readiness tools, rollover support and financial wellbeing counseling Education support...IndianFull timeTemporary workFlexible hoursNight shift
- ...Healthcare colleagues invested over 156,000 hours volunteering... ...PRN with HCA Florida Largo Hospital you can be a... ...West Hospital on Indian Rocks Road and 2 free-... ...Remain proficient in executing software protocols and... ...rollover support and financial wellbeing counseling...IndianDaily paidTemporary workReliefFlexible hours
$48k - $50k
...Financial Planner Assistant Econologics Financial Advisors is expanding fast Looking for a dedicated Financial Planner Assistant. Largo, FL (In-Office Position) Looking to build a real career (... ...is a fast-growing Registered Investment Advisory firm and insurance...Private practiceWork at office$26 - $48 per hour
...Role Overview TSA is hiring Security Inspectors to evaluate airport security systems in Indian Rocks Beach and ensure compliance with federal regulations. Inspectors conduct audits and assessments to maintain safety standards. Position Details Openings : Indian...Indian$20 - $45 per hour
...Role Overview TSA offers administrative and law enforcement support roles in Indian Rocks Beach and regional offices. These positions help maintain operations, policy compliance, and security support functions. Position Details Openings : Indian Rocks Beach...Indian$17 per hour
...Job Description Job Description Company Overview The City of Indian Rocks Beach is a dedicated local governmental municipality serving a vibrant community of approximately 4,200 residents. Located on a beautiful barrier island in Pinellas County, we are committed...IndianHourly payFull timeLocal area- ...Patient Financial Rep II - 123177 BayCare is currently in search of our newest team member who is passionate about providing outstanding... ...within the Tampa Bay area. Position details: Location: Largo, FL Status: PRN (non-benefit eligible, as needed) Shift:...ReliefMonday to FridayFlexible hoursShift work
$23 - $45 per hour
...Role Overview TSA is hiring Behavior Detection Officers (BDOs) to work inside airport terminals in Indian Rocks Beach. These professionals focus on identifying suspicious behavior and preventing potential threats before they occur. No prior experience is required and...IndianShift work$30 - $60 per hour
...Overview TSA is hiring Federal Air Marshals to provide in-flight security on commercial aircraft departing from or arriving in Indian Rocks Beach. This is a specialized law enforcement role focused on protecting passengers and crew while responding to potential threats...Indian$25 - $50 per hour
...Role Overview TSA is accepting applications for Lead and Supervisory Transportation Security Officers at airports in Indian Rocks Beach. These roles are ideal for individuals looking to step into leadership positions within airport security operations. TSA provides...IndianShift workNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Executive (Financial Advisor) Indian Shores/Largo, FL. Be the first to apply!





