Investment Exec & Team Coach – Financial Advisory

Fifth Third Bank, N.A.; Schaumburg (IL); On-site; USD 70,000 - 120,000; Full time

Job summary

Fifth Third Bank, N.A. in Itasca, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers in the Western Suburbs of Chicago.

The role focuses on growing securities income, coaching bankers on investment strategies, and delivering tailored financial solutions to clients. The position emphasizes commission-driven incentives, with compensation potentially combined with a base salary or draw.

Qualifications

• Prior brokerage industry experience.
• Series 7/66 licenses required (or 63/65 in some states) and appropriate insurance licenses.
• Variable annuity license required.
• Motivated by commission sales and internal sales competition.
• Ability to motivate others in a team environment.
• Ability to transfer knowledge through coaching and teaching skills.
• Ability to simplify and communicate complex financial concepts.
• Proven track record building internal and external client relationships.
• Extensive knowledge of securities and investment products.

Responsibilities

• Achieve sales goals while serving clients’ best interests.
• Conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales.
• Handle daily client needs and problems and delegate tasks accordingly.
• Post-appointment follow-up to maintain relationships and referrals.
• Manage sales planning to drive client experience and financial results.
• Maintain knowledge of financial products through study and coursework.
• Coordinate daily team communication to ensure tasks are completed.

Skills

Brokerage experience

Series 7/66 licenses

Insurance licenses

Variable annuity license

Coaching skills

Sales motivation

Client relations

Communication of complex concepts

Job description

Fifth Third Bank, N.A. in Itasca, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers in the Western Suburbs of Chicago.

The role focuses on growing securities income, coaching bankers on investment strategies, and delivering tailored financial solutions to clients. The position emphasizes commission-driven incentives, with compensation potentially combined with a base salary or draw.