Investment Executive & Senior Financial Advisor Coach

Fifth Third Bank; South Holland (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Fifth Third Bank seeks an Investment Executive (Financial Advisor) in South Holland, IL, to lead a team of licensed retail bankers, drive securities product sales, and manage a portfolio with complex financial profiles. You will train bankers on investment strategies, conduct client meetings, and develop new business by leveraging relationships within the community.

Responsibilities include coaching, sales planning, risk management, and delivering superior client service while promoting

Qualifications

• Brokerage experience required.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses; variable annuity license required.
• Strong coaching and teaching skills to transfer knowledge about complex financial products.

Responsibilities

• Achieve sales goals while serving clients’ best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Handle daily client needs and prioritize tasks to resolve.
• Post-appointment follow-up to maintain relationships and generate referrals.
• Manage sales planning for self and team to drive results and client experience.
• Maintain knowledge of financial products through study and coursework.
• Prepare internal reports for sales tracking.
• Coordinate with team to ensure accurate completion of accountabilities.
• Conduct seminars to focus on business development and growth.
• Coordinate referrals to other Fifth Third Bank professionals.

Skills

Brokerage experience

Coaching & training

Client relationship building

Job description

Fifth Third Bank seeks an Investment Executive (Financial Advisor) in South Holland, IL, to lead a team of licensed retail bankers, drive securities product sales, and manage a portfolio with complex financial profiles. You will train bankers on investment strategies, conduct client meetings, and develop new business by leveraging relationships within the community.

Responsibilities include coaching, sales planning, risk management, and delivering superior client service while promoting