Top Investment Executive jobs in Athens, GA

Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)

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Investment Executive
  • Fifth Third Bank
  • Marietta, GA FULL_TIME
  • 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.

    Investment Executive

    LOCATION -- Kennesaw, Georgia 30144

    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.

     

  • 17 Days Ago

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1099 Sales Executive (Medical Device)
  • Top Tier Reps LLC
  • Atlanta, GA FULL_TIME
  • Salary: Commission-based with a performance bonusThe Sales Executive (Medical Device) is responsible for selling medical equipment to hospitals, health systems, doctor's offices, and clinics, Responsi...
  • 16 Days Ago

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TIP TOP POULTRY SHIFT SUPERINTENDENT
  • Tip Top Poultry
  • Marietta, GA FULL_TIME
  • TIP TOP POULTRYSHIFT SUPERINTINTENDENTKey Responsibilities:Improve key operational performance areasAnalyze and recommend process improvementsAct as resource to plant manager in identifying inefficien...
  • 23 Days Ago

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Quality Assurance Director--Tip Top Poultry
  • Tip Top Poultry
  • Marietta, GA FULL_TIME
  • Quality Assurance Director TIP TOP POULTRY in Marietta, GA Department: Operations Manager: Chief Operating OfficerDirect Reports: QA Manager, QA Supervisors, QA Leads Location: Tip Top Poultry, Mariet...
  • 1 Month Ago

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Senior Account Executive Duluth
  • Criterion Executive Search
  • Duluth, GA FULL_TIME
  • Job Description Job Description Our client, a top national broker, is seeking a great Commercial Lines Account Executive to oversee a book with accounts $5,000,000 and higher. This person will provide...
  • 22 Days Ago

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Business Development Manager (Sales and Management Positions Available)
  • Top Level
  • Duluth, GA FULL_TIME,PART_TIME
  • Overview:We’re thrilled to announce our company’s rapid EXPANSION, marked by the imminent OPENING of new offices across Georgia. As we embark on this exciting journey, we’re actively seeking talented ...
  • 5 Days Ago

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0 Top Investment Executive jobs found in Athens, GA area

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Senior Accountant Manager Level
  • Pathwise Cpa Group
  • Athens, GA
  • Job Description Job Description Pathwise CPA Group is looking for a senior or manager level tax accountant. CPA is prefe...
  • 3/28/2024 12:00:00 AM

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Regional Clinical Sales Program Director
  • Enhabit Inc.
  • Athens, GA
  • Overview Territory: Gainesville, Lawrenceville, Eastanollee, Athens, Eatonton, Hartwell, GA The Regional Program Directo...
  • 3/28/2024 12:00:00 AM

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Treasury Manager
  • Northeast Georgia Health System, Inc
  • Gainesville, GA
  • Job Category: Accounting & Finance Work Shift/Schedule: 8 Hr Evening - Morning Northeast Georgia Health System is rooted...
  • 3/27/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Athens, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/26/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Jefferson, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/26/2024 12:00:00 AM

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Executive Assistant - Vice President - Full Time - Days
  • Northeast Georgia Health System, Inc
  • Gainesville, GA
  • Job Category: Administrative & Clerical Work Shift/Schedule: 8 Hr Morning - Afternoon Northeast Georgia Health System is...
  • 3/26/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Buford, GA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/26/2024 12:00:00 AM

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Grant Manager
  • Northeast Georgia Health System, Inc
  • Gainesville, GA
  • Job Category: Medical Education Work Shift/Schedule: 8 Hr Morning - Afternoon Northeast Georgia Health System is rooted ...
  • 3/25/2024 12:00:00 AM

Athens, officially Athens–Clarke County, is a consolidated city–county and college town in the U.S. state of Georgia. Athens lies about 70 mi (113 km) northeast of downtown Atlanta, a Global City and the cultural and economic center of the Atlanta metropolitan area, being in the top ten of the largest metropolitan areas in the nation. It is a component of the larger Atlanta–Athens–Clarke County–Sandy Springs Combined Statistical Area, a trading area. The University of Georgia, the state's flagship public university and a R1 research institution, is in the city and contributed to its initial gr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$369,090 to $757,761
Athens, Georgia area prices
were up 1.4% from a year ago

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