Investment Executive: Wealth Growth Coach & Team Lead

Fifth Third Bank; Naples (FL); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Competitive benefits

Incentive-based compensation

Job summary

Fifth Third Bank in Naples, FL seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach for investment solutions. Location is Naples, with travel within the territory and a strong focus on client relationships.

The role emphasizes risk-aware behavior, adherence to policies, and effective training to meet financial goals. Compensation is incentive-based with base components; benefits are included.

Qualifications

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) licenses and state-required insurance licenses are required. Variable Annuity license is required.
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
• Ability to motivate others in a team environment.
• Proven ability to simplify and communicate complex financial concepts.

Responsibilities

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct coaching sessions with retail bank employees.
• Develop and conduct client meetings to review existing accounts and close sales with licensed bankers.
• Handle daily client needs, prioritize tasks, and resolve issues.
• Post-appointment follow-up to maintain relationships and develop referrals.

Skills

Brokerage experience

Sales motivation

Coaching skills

Client relationships

Education

Series 7 license

Series 66 license

Insurance licenses

Job description

Fifth Third Bank in Naples, FL seeks an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers, drive securities sales, and coach for investment solutions. Location is Naples, with travel within the territory and a strong focus on client relationships.

The role emphasizes risk-aware behavior, adherence to policies, and effective training to meet financial goals. Compensation is incentive-based with base components; benefits are included.