Investment Executive & Team Coach – Financial Advisor

Fifth Third Bank; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Lincoln Park, Chicago. The role focuses on leading a team of licensed bankers, driving securities sales, and coaching staff to identify client needs and provide holistic financial solutions.

Compensation is largely incentive-based and can include a base salary or draw. The position requires Series 7/66 (or 63/65) licenses, insurance licenses, and a variable annuity license, with travel within the territory expected.

Qualifications

• Brokerage industry experience required.
• Series 7, 66 (or 63 and 65) and state insurance licenses required.
• Variable annuity license required; strong sales and coaching skills.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct individual and group coaching sessions with bank employees.
• Meet with clients to review accounts and close sales with licensed bankers.
• Handle daily client needs and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals.
• Coordinate daily communication to ensure accountability and results.

Skills

Brokerage experience

Series 7/66 licenses

Insurance licenses

Variable annuity license

Sales motivation

Coaching/mentoring

Client relationship

Travel willingness

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Lincoln Park, Chicago. The role focuses on leading a team of licensed bankers, driving securities sales, and coaching staff to identify client needs and provide holistic financial solutions.

Compensation is largely incentive-based and can include a base salary or draw. The position requires Series 7/66 (or 63/65) licenses, insurance licenses, and a variable annuity license, with travel within the territory expected.