Senior Financial Advisor-Retail Investment Officer

You and National City - National City, one of the nation's 10 largest financial holding companies, is looking for employees who want to work for an organization that values excellent employees, workplace diversity, ethical conduct and superior customer service. Our employees are true Customer Champions, striving to do what's right for our customers with every interaction. We value our employees, customers, shareholders and communities and dedicate our efforts to their success. With National City, your growth opportunities are limitless! Take a few moments to see what we can offer you.

You as a Retail Investment Officer will -


The Retail Investment Officer is responsible for overall achievement of investment product sales and service goals in an assigned market through individual sales and coaching/development of bank employees.

Accountable for achievement of assigned market goals established for investment product sales, volume, and gross revenue generation per month.

Provide ongoing investment sales skills coaching and product training to a team of retail bank employees to achieve desired results.

Drive sales and service excellence by ensuring behaviors and practices are aligned with the bank's objectives and adhere to all regulatory requirements.

Profile clients and sell appropriate investment products to individual customers, maintain and grow a personal book of business.

Ensure licensed platform employees deliver quality investment advice and service.

You and your skills -


Bachelor's Degree or the equivalent

Series 7 and 63, and 65 or 66 required, Series 24 preferred

State life and health insurance license

Advanced degree/certification (CFP) preferred

In lieu of degree, five to seven years in the Financial Services area with a demonstrated sales success in investment and asset management products

Leadership and management experience in a team environment strongly preferred

Proven group presentation skills and excellent time management a plus.

Your rewards-
National City employees can choose from a broad range of options offered through our benefits programs for full and part-time employees, including paid vacations and holidays, health insurance coverage, life, accident and disability insurance and free or discounted bank products and services.
Job Requirements
You as a Retail Investment Officer will -


The Retail Investment Officer is responsible for overall achievement of investment product sales and service goals in an assigned market through individual sales and coaching/development of bank employees.

Accountable for achievement of assigned market goals established for investment product sales, volume, and gross revenue generation per month.

Provide ongoing investment sales skills coaching and product training to a team of retail bank employees to achieve desired results.

Drive sales and service excellence by ensuring behaviors and practices are aligned with the bank's objectives and adhere to all regulatory requirements.

Profile clients and sell appropriate investment products to individual customers, maintain and grow a personal book of business.

Ensure licensed platform employees deliver quality investment advice and service.

You and your skills -


Bachelor's Degree or the equivalent

Series 7 and 63, and 65 or 66 required, Series 24 preferred

State life and health insurance license

Advanced degree/certification (CFP) preferred

In lieu of degree, five to seven years in the Financial Services area with a demonstrated sales success in investment and asset management products

Leadership and management experience in a team environment strongly preferred

Proven group presentation skills and excellent time management a plus.

Your rewards-
National City employees can choose from a broad range of options offered through our benefits programs for full and part-time employees, including paid vacations and holidays, health insurance coverage, life, accident and disability insurance and free or discounted bank products and services.

At National City we care about doing what's right for our customer.

National City Corporation (NYSE: NCC), headquartered in Cleveland, Ohio, is one of the nation's largest financial holding companies. The company operates through an extensive banking network primarily in Ohio, Illinois, Indiana, Kentucky, Michigan, Missouri and Pennsylvania, and also serves customers in selected markets nationally. Its core businesses include commercial and retail banking, mortgage financing and servicing, consumer finance and asset management. For more information about National City, visit the company's Web site at NationalCity.com.