Investment Executive & Team Coach (Financial Advisor)

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

Job summary

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Matteson, Illinois. The role focuses on leading a team of licensed bankers, driving securities sales, and achieving targeted fee income within the territory.

You will coach, train, and mentor staff while maintaining strong client relationships and managing risk in alignment with bank policies. Responsibilities include client meetings, joint appointments with bankers, and developing referrals.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
• Variable Annuity license is required.

Responsibilities

• Achieve sales goals while serving the clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop and conduct client meetings to review accounts and close sales with licensed bankers.

Skills

Brokerage experience

Coaching skills

Sales acumen

Job description

Fifth Third Bank is seeking an Investment Executive (Financial Advisor) in Matteson, Illinois. The role focuses on leading a team of licensed bankers, driving securities sales, and achieving targeted fee income within the territory.

You will coach, train, and mentor staff while maintaining strong client relationships and managing risk in alignment with bank policies. Responsibilities include client meetings, joint appointments with bankers, and developing referrals.