Investment Executive & Team Coach - Financial Advisor

Fifth Third Bank; Sarasota (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Fifth Third Bank in Sarasota, FL seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and develop client relationships. You will coach bankers, conduct client meetings, and align solutions with client goals, while maintaining risk controls and delivering excellent service.

The role features incentive-based pay, with a base salary or draw and total cash compensation tied to performance. Travel within the territory is required.

Qualifications

• Extensive brokerage industry experience.
• Proven coaching and training abilities for licensed bankers.
• Strong client relationship building and sales skills.

Responsibilities

• Achieve sales goals while serving clients’ best interests.
• Plan and conduct coaching sessions for retail bank staff.
• Develop client meetings to review accounts and close sales with licensed bankers.
• Travel within the assigned territory to engage clients.

Skills

Brokerage sales

Coaching

Client relationships

Sales presentations

Team leadership

Education

Brokerage licenses (Series 7/66 or 63/65)

Variable annuity license

Job description

Fifth Third Bank in Sarasota, FL seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and develop client relationships. You will coach bankers, conduct client meetings, and align solutions with client goals, while maintaining risk controls and delivering excellent service.

The role features incentive-based pay, with a base salary or draw and total cash compensation tied to performance. Travel within the territory is required.