Investment Executive & Team Coach - Financial Advisor

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

Benefits offered by this job

Benefits package

Job summary

Fifth Third Bank in Itasca, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach staff in investment strategies. The role emphasizes relationship building, risk management, and delivering tailored financial solutions within the assigned territory.

Compensation is incentive-based with comprehensive benefits; travel within the Western Suburbs Chicago area is required.

Qualifications

• Prior brokerage industry experience.
• Licensed (Series 7/66 or 63/65) including Variable Annuity.
• Strong coaching and training abilities.
• Proven sales and client relationship skills.
• Willingness to travel within territory.

Responsibilities

• Achieve sales goals while serving clients' best interests.
• Plan and conduct coaching sessions for retail bankers.
• Develop client meetings to review accounts and close sales.
• Handle daily client needs and delegate tasks.
• Post-appointment follow-up to develop referrals.
• Coordinate with team for daily accountabilities.
• Conduct internal/external seminars to grow business.
• Promote cross-sell of services.

Skills

Brokerage industry experience

Commission-based motivation

Coaching and teaching

Client relationship building

Sales presentation skills

Education

Series 7/66 licenses and Variable Annuity license

Job description

Fifth Third Bank in Itasca, IL is seeking an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach staff in investment strategies. The role emphasizes relationship building, risk management, and delivering tailored financial solutions within the assigned territory.

Compensation is incentive-based with comprehensive benefits; travel within the Western Suburbs Chicago area is required.