Investment Executive & Financial Advisor – Team Coach

Fifth Third; Itasca (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Fifth Third Bank in Itasca, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed bankers and grow a high-value client book in the Western Suburbs of Chicago. You will train bankers on investment strategies and coordinate client meetings to present financial solutions aligned with client goals.

The role emphasizes relationship-building, risk awareness, and performance-based compensation within a structured banking environment.

Qualifications

• 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.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions with retail bankers.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and problems; delegate tasks to resolve.

Skills

Brokerage industry experience

Series 7/66 licenses

Variable annuity license

Job description

Fifth Third Bank in Itasca, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed bankers and grow a high-value client book in the Western Suburbs of Chicago. You will train bankers on investment strategies and coordinate client meetings to present financial solutions aligned with client goals.

The role emphasizes relationship-building, risk awareness, and performance-based compensation within a structured banking environment.