Senior Financial Advisor

Senior Financial AdvisorBradenton, FLIf you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity is for you. Be the lead financial advisor for a growth initiative in that market and have a multiple-branch referral network. Utilize the many resources at this top-ten bank to be a cornerstone of your business for future growth.***** Step into an existing book of business and referral networkComplete open architecture with an Advisor driven platformSeeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselvesWhat you'll ***** Maintain presence within the bank to develop strong relationships and credibility with internal and external clientsDevelop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers**Serves as a coach and mentor for licensed bank employeesAchieving sales goals while serving the clients best interestsPlan and conduct individual and group coaching sessions with retail bank employeesConduct internal and external seminars to focus on business development and growthPrioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, depositsRecognize and reward achievement of goalsAccountable 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 baseWhat you'll **Brokerage industry experience in an advisory capacityYou will need a Series 7,66 (63 and 65) State insurance licenseAbility to motivate others in a team environmentDemonstrated ability to simplify and communicate complex financial conceptsProven experience in building strong internal and external client relationshipsHighly developed knowledge of the securities business, investment products, and financial solutionsHighly developed sales and presentation skills

Created: 2025-02-26